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

Quaker 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	$46.5K	Buy	574 +1	+0.2%	+$75	0.01%	171
2026 Q1	$39.1K	Buy	573 +2	+0.4%	+$142	0.01%	186
2025 Q4	$39.7K	Buy	571 +1	+0.2%	+$68	0.01%	187
2025 Q3	$38.3K	Buy	570 +2	+0.4%	+$130	0.01%	188
2025 Q2	$35.7K	Buy	+568	New	+$33.4K	0.01%	196

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 22.96% 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

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

Quaker Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.17% in Q2 2026, buying an estimated $75 and bringing the position to 574 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #171.

Quaker Wealth Management first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Quaker Wealth Management held 574 shares of First Trust Rising Dividend Achievers ETF worth $46.5K as of Q2 2026.
Quaker Wealth Management bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
First Trust Rising Dividend Achievers ETF made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #171 holding.
Quaker Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.