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Purus Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Purus Wealth Management’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.88M Sell
47,806
-2,177
-4% -$164K 1.07% 23
2026
Q1 		$3.41M Buy
49,983
+28
+0.1% +$1.99K 1.09% 20
2025
Q4 		$3.47M Sell
49,955
-10
-0% -$680 1.08% 22
2025
Q3 		$3.36M Sell
49,965
-53
-0.1% -$3.44K 1.07% 22
2025
Q2 		$3.14M Sell
50,018
-302
-0.6% -$17.8K 1.09% 22
2025
Q1 		$2.95M Buy
50,320
+207
+0.4% +$12.6K 1.25% 18
2024
Q4 		$2.96M Sell
50,113
-1,348
-3% -$82.2K 1.17% 20
2024
Q3 		$3.05M Sell
51,461
-14
-0% -$796 1.29% 20
2024
Q2 		$2.82M Sell
51,475
-1,030
-2% -$56.3K 1.24% 20
2024
Q1 		$2.95M Sell
52,505
-951
-2% -$49.9K 1.46% 18
2023
Q4 		$2.76M Sell
53,456
-20
-0% -$945 1.6% 18
2023
Q3 		$2.46M Buy
53,476
+159
+0.3% +$7.6K 1.66% 17
2023
Q2 		$2.51M Sell
53,317
-6,724
-11% -$304K 1.63% 17
2023
Q1 		$2.69M Sell
60,041
-504
-0.8% -$23.2K 2.13% 15
2022
Q4 		$2.66M Sell
60,545
-478
-0.8% -$20.9K 2.41% 11
2022
Q3 		$2.37M Sell
61,023
-159
-0.3% -$6.84K 2.19% 14
2022
Q2 		$2.5M Sell
61,182
-150
-0.2% -$6.8K 2.23% 15
2022
Q1 		$3M Buy
61,332
+610
+1% +$30.5K 2.08% 15
2021
Q4 		$3.15M Sell
60,722
-2,644
-4% -$133K 1.97% 13
2021
Q3 		$3.01M Buy
63,366
+2,578
+4% +$125K 2.08% 14
2021
Q2 		$2.92M Buy
60,788
+3,504
+6% +$168K 2.1% 14
2021
Q1 		$2.61M Buy
57,284
+1,634
+3% +$69.7K 2.19% 14
2020
Q4 		$2.22M Buy
+55,650
New +$2.03M 1.98% 17

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Purus Wealth Management's RDVY Position: Q2 2026 in Review

Purus Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.4% in Q2 2026, selling an estimated $164K and leaving 47,806 shares worth $3.88M. The position accounts for 1.07% of the portfolio, ranked #23.

Purus Wealth Management first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Purus Wealth Management held 47,806 shares of First Trust Rising Dividend Achievers ETF worth $3.88M as of Q2 2026.
  • Purus Wealth Management sold 2,177 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $164K.
  • First Trust Rising Dividend Achievers ETF made up 1.07% of Purus Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Purus Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.