Sequent Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sequent Planning’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	$2.38M	Sell	29,395 -5,857	-17%	-$441K	0.51%	50
2026 Q1	$2.41M	Buy	35,252 +1,566	+5%	+$111K	0.58%	46
2025 Q4	$2.34M	Buy	33,686 +14,755	+78%	+$1M	0.6%	43
2025 Q3	$1.27M	Buy	18,931 +802	+4%	+$52K	0.36%	61
2025 Q2	$1.14M	Sell	18,129 -121	-0.7%	-$7.12K	0.36%	44
2025 Q1	$1.07M	Sell	18,250 -381	-2%	-$23.2K	0.38%	43
2024 Q4	$1.1M	Sell	18,631 -1,027	-5%	-$62.7K	0.4%	43
2024 Q3	$1.16M	Buy	19,658 +1,709	+10%	+$97.2K	0.4%	42
2024 Q2	$981K	Sell	17,949 -3,813	-18%	-$208K	0.34%	46
2024 Q1	$1.22M	Buy	+21,762	New	+$1.14M	0.44%	39

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

Sequent Planning's RDVY Position: Q2 2026 in Review

Sequent Planning reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 17% in Q2 2026, selling an estimated $441K and leaving 29,395 shares worth $2.38M. The position accounts for 0.51% of the portfolio, ranked #50.

Sequent Planning first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.41M in Q1 2026. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Sequent Planning held 29,395 shares of First Trust Rising Dividend Achievers ETF worth $2.38M as of Q2 2026.
Sequent Planning sold 5,857 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $441K.
First Trust Rising Dividend Achievers ETF made up 0.51% of Sequent Planning's portfolio in Q2 2026, its #50 holding.
Sequent Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's First Trust Rising Dividend Achievers ETF position peaked at $2.41M in Q1 2026.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.