QWM
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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
2025
Q2 		– Sell
-567
Closed -$33.2K – 1519
2025
Q1 		$33.2K Buy
+567
New +$34.5K 0.01% 197

Other funds holding RDVY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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

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. 339 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.
  • 339 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.