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

Sagespring 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	$869K	Buy	10,720 +361	+3%	+$27.2K	0.01%	381
2026 Q1	$707K	Sell	10,359 -665	-6%	-$47.3K	0.01%	409
2025 Q4	$766K	Sell	11,024 -1,326	-11%	-$90.1K	0.01%	364
2025 Q3	$831K	Sell	12,350 -1,518	-11%	-$98.5K	0.02%	336
2025 Q2	$870K	Sell	13,868 -3,088	-18%	-$182K	0.02%	312
2025 Q1	$993K	Sell	16,956 -434	-2%	-$26.4K	0.03%	243
2024 Q4	$1.03M	Buy	+17,390	New	+$1.06M	0.03%	212

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

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

Sagespring Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.5% in Q2 2026, buying an estimated $27.2K and bringing the position to 10,720 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #381.

Sagespring Wealth Partners first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2024. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Sagespring Wealth Partners held 10,720 shares of First Trust Rising Dividend Achievers ETF worth $869K as of Q2 2026.
Sagespring Wealth Partners bought 361 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $27.2K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #381 holding.
Sagespring Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $1.03M in Q4 2024.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.