RWA Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

RWA Wealth Partners’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	$2.68M	Sell	33,063 -46	-0.1%	-$3.46K	0.03%	233
2026 Q1	$2.26M	Buy	33,109 +17,503	+112%	+$1.25M	0.02%	239
2025 Q4	$1.08M	Hold	15,606	–	–	0.01%	340
2025 Q3	$1.05M	Hold	15,606	–	–	0.01%	341
2025 Q2	$979K	Hold	15,606	–	–	0.01%	331
2025 Q1	$914K	Hold	15,606	–	–	0.01%	338
2024 Q4	$923K	Hold	15,606	–	–	0.01%	338
2024 Q3	$924K	Buy	15,606 +151	+1%	+$8.59K	0.01%	335
2024 Q2	$846K	Hold	15,455	–	–	0.01%	328
2024 Q1	$868K	Sell	15,455 -4	-0%	-$210	0.01%	322
2023 Q4	$799K	Buy	+15,459	New	+$731K	0.01%	319

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

RWA Wealth Partners's RDVY Position: Q2 2026 in Review

RWA Wealth Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.14% in Q2 2026, selling an estimated $3.46K and leaving 33,063 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #233.

RWA Wealth Partners first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

RWA Wealth Partners held 33,063 shares of First Trust Rising Dividend Achievers ETF worth $2.68M as of Q2 2026.
RWA Wealth Partners sold 46 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.46K.
First Trust Rising Dividend Achievers ETF made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #233 holding.
RWA Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.