Quest 10 Wealth Builders’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Quest 10 Wealth Builders’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	$55.7K	Buy	687 +30	+5%	+$2.26K	0.04%	196
2026 Q1	$44.9K	Hold	657	–	–	0.04%	220
2025 Q4	$45.6K	Hold	657	–	–	0.04%	197
2025 Q3	$44.2K	Hold	657	–	–	0.04%	188
2025 Q2	$41.2K	Hold	657	–	–	0.04%	201
2025 Q1	$38.5K	Sell	657 -912	-58%	-$55.4K	0.04%	199
2024 Q4	$92.8K	Buy	+1,569	New	+$95.7K	0.09%	137

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

Quest 10 Wealth Builders's RDVY Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.6% in Q2 2026, buying an estimated $2.26K and bringing the position to 687 shares worth $55.7K. The position accounts for 0.04% of the portfolio, ranked #196.

Quest 10 Wealth Builders first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.8K in Q4 2024. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Quest 10 Wealth Builders held 687 shares of First Trust Rising Dividend Achievers ETF worth $55.7K as of Q2 2026.
Quest 10 Wealth Builders bought 30 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.26K.
First Trust Rising Dividend Achievers ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #196 holding.
Quest 10 Wealth Builders first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's First Trust Rising Dividend Achievers ETF position peaked at $92.8K in Q4 2024.
808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.