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

Raffa 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	$59.8K	Sell	738 -17	-2%	-$1.28K	0.01%	160
2026 Q1	$51.6K	Buy	755 +105	+16%	+$7.47K	0.01%	162
2025 Q4	$45.2K	Hold	650	–	–	0.01%	171
2025 Q3	$43.7K	Buy	+650	New	+$42.2K	0.01%	170
2022 Q4	–	Sell	-633	Closed	-$24.6K	–	1141
2022 Q3	$24.6K	Hold	633	–	–	0.01%	184
2022 Q2	$25.9K	Buy	633 +13	+2%	+$589	0.01%	182
2022 Q1	$30.4K	Sell	620 -74	-11%	-$3.69K	0.01%	176
2021 Q4	$35.9K	Hold	694	–	–	0.01%	175
2021 Q3	$32.9K	Buy	+694	New	+$33.6K	0.01%	161

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Raffa Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.3% in Q2 2026, selling an estimated $1.28K and leaving 738 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #160.

Raffa Wealth Management first reported a position in RDVY in Q3 2021 and has held it in 9 quarters since. 782 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Raffa Wealth Management held 738 shares of First Trust Rising Dividend Achievers ETF worth $59.8K as of Q2 2026.
Raffa Wealth Management sold 17 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.28K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #160 holding.
Raffa Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 9 quarters since.
782 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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