QTR Family Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

QTR Family Wealth’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	$312K	Sell	3,852 -87	-2%	-$6.54K	0.11%	210
2026 Q1	$289K	Sell	3,939 -786	-17%	-$56K	0.12%	204
2025 Q4	$343K	Sell	4,725 -234	-5%	-$15.9K	0.15%	157
2025 Q3	$334K	Sell	4,959 -29	-0.6%	-$1.88K	0.16%	144
2025 Q2	$313K	Buy	4,988 +39	+0.8%	+$2.29K	0.19%	116
2025 Q1	$290K	Buy	+4,949	New	+$301K	0.22%	112

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

QTR Family Wealth's RDVY Position: Q2 2026 in Review

QTR Family Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.2% in Q2 2026, selling an estimated $6.54K and leaving 3,852 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #210.

QTR Family Wealth first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $343K in Q4 2025. 820 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

QTR Family Wealth held 3,852 shares of First Trust Rising Dividend Achievers ETF worth $312K as of Q2 2026.
QTR Family Wealth sold 87 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.54K.
First Trust Rising Dividend Achievers ETF made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #210 holding.
QTR Family Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's First Trust Rising Dividend Achievers ETF position peaked at $343K in Q4 2025.
820 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.