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

Red Door 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	$571K	Hold	7,046	–	–	0.05%	170
2026 Q1	$481K	Hold	7,046	–	–	0.05%	174
2025 Q4	$489K	Hold	7,046	–	–	0.05%	162
2025 Q3	$474K	Hold	7,046	–	–	0.05%	169
2025 Q2	$442K	Hold	7,046	–	–	0.05%	170
2025 Q1	$412K	Hold	7,046	–	–	0.06%	161
2024 Q4	$417K	Hold	7,046	–	–	0.06%	154
2024 Q3	$417K	Buy	7,046 +741	+12%	+$42.1K	0.07%	144
2024 Q2	$345K	Hold	6,305	–	–	0.06%	150
2024 Q1	$354K	Hold	6,305	–	–	0.07%	146
2023 Q4	$326K	Sell	6,305 -220	-3%	-$10.4K	0.07%	148
2023 Q3	$300K	Hold	6,525	–	–	0.07%	145
2023 Q2	$307K	Hold	6,525	–	–	0.07%	176
2023 Q1	$293K	Hold	6,525	–	–	0.09%	121
2022 Q4	$287K	Sell	6,525 -2,031	-24%	-$88.8K	0.09%	118
2022 Q3	$332K	Hold	8,556	–	–	0.13%	103
2022 Q2	$350K	Hold	8,556	–	–	0.13%	102
2022 Q1	$419K	Buy	+8,556	New	+$427K	0.14%	97

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Red Door Wealth Management's RDVY Position: Q2 2026 in Review

Red Door Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 7,046 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #170.

Red Door Wealth Management first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 202 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Red Door Wealth Management held 7,046 shares of First Trust Rising Dividend Achievers ETF worth $571K as of Q2 2026.
Red Door Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #170 holding.
Red Door Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
202 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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