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

Sanchez Wealth Management Group’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 		$27.3M Buy
336,354
+10,590
+3% +$796K 4.78% 9
2026
Q1 		$22.2M Buy
325,764
+4,403
+1% +$313K 4.81% 11
2025
Q4 		$22.3M Buy
321,361
+117,501
+58% +$7.99M 4.77% 11
2025
Q3 		$13.7M Buy
203,860
+4,434
+2% +$288K 3.04% 14
2025
Q2 		$12.5M Buy
199,426
+4,280
+2% +$252K 3.02% 16
2025
Q1 		$11.4M Buy
195,146
+4,217
+2% +$256K 3.1% 14
2024
Q4 		$11.3M Buy
190,929
+17,223
+10% +$1.05M 3.09% 13
2024
Q3 		$10.3M Sell
173,706
-2,984
-2% -$170K 3.13% 14
2024
Q2 		$9.67M Buy
176,690
+1,867
+1% +$102K 3.13% 15
2024
Q1 		$9.82M Sell
174,823
-5,119
-3% -$269K 3.33% 14
2023
Q4 		$9.3M Sell
179,942
-136,448
-43% -$6.45M 3.39% 12
2023
Q3 		$14.5M Buy
316,390
+3,226
+1% +$154K 5.86% 7
2023
Q2 		$14.8M Buy
313,164
+6,977
+2% +$316K 5.97% 7
2023
Q1 		$13.7M Sell
306,187
-1,568
-0.5% -$72K 6.05% 7
2022
Q4 		$13.5M Buy
307,755
+4,651
+2% +$203K 6.63% 7
2022
Q3 		$11.8M Buy
303,104
+193,984
+178% +$8.34M 6.43% 7
2022
Q2 		$4.46M Buy
109,120
+1,638
+2% +$74.3K 2.22% 14
2022
Q1 		$5.27M Buy
+107,482
New +$5.37M 2.22% 14

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanchez Wealth Management Group's RDVY Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.3% in Q2 2026, buying an estimated $796K and bringing the position to 336,354 shares worth $27.3M. The position accounts for 4.78% of the portfolio, ranked #9.

Sanchez Wealth Management Group first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Sanchez Wealth Management Group held 336,354 shares of First Trust Rising Dividend Achievers ETF worth $27.3M as of Q2 2026.
  • Sanchez Wealth Management Group bought 10,590 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $796K.
  • First Trust Rising Dividend Achievers ETF made up 4.78% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #9 holding.
  • Sanchez Wealth Management Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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