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

Shelton 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	$3.75M	Sell	46,292 -1,992	-4%	-$150K	1.47%	16
2026 Q1	$3.3M	Sell	48,284 -4,641	-9%	-$330K	1.44%	14
2025 Q4	$3.68M	Sell	52,925 -702	-1%	-$47.7K	1.58%	16
2025 Q3	$3.61M	Sell	53,627 -3,669	-6%	-$238K	1.63%	15
2025 Q2	$3.59M	Sell	57,296 -826	-1%	-$48.6K	1.73%	13
2025 Q1	$3.4M	Sell	58,122 -6,159	-10%	-$374K	1.85%	12
2024 Q4	$3.8M	Sell	64,281 -8,743	-12%	-$533K	1.97%	13
2024 Q3	$4.32M	Sell	73,024 -10,849	-13%	-$617K	2.35%	13
2024 Q2	$4.59M	Sell	83,873 -16,479	-16%	-$901K	2.6%	8
2024 Q1	$5.64M	Sell	100,352 -7,320	-7%	-$384K	3.54%	6
2023 Q4	$5.56M	Sell	107,672 -39,591	-27%	-$1.87M	3.95%	5
2023 Q3	$6.77M	Sell	147,263 -5,166	-3%	-$247K	5.41%	7
2023 Q2	$7.18M	Sell	152,429 -5,245	-3%	-$237K	5.57%	6
2023 Q1	$7.07M	Sell	157,674 -1,302	-0.8%	-$59.8K	5.74%	7
2022 Q4	$6.98M	Sell	158,976 -2,240	-1%	-$97.9K	5.51%	5
2022 Q3	$6.27M	Buy	161,216 +493	+0.3%	+$21.2K	5.58%	6
2022 Q2	$6.58M	Buy	160,723 +43,104	+37%	+$1.95M	5.59%	7
2022 Q1	$5.76M	Buy	117,619 +52,581	+81%	+$2.63M	4.55%	9
2021 Q4	$3.37M	Buy	+65,038	New	+$3.28M	2.65%	11

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Shelton Wealth Management's RDVY Position: Q2 2026 in Review

Shelton Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.1% in Q2 2026, selling an estimated $150K and leaving 46,292 shares worth $3.75M. The position accounts for 1.47% of the portfolio, ranked #16.

Shelton Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.18M in Q2 2023. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Shelton Wealth Management held 46,292 shares of First Trust Rising Dividend Achievers ETF worth $3.75M as of Q2 2026.
Shelton Wealth Management sold 1,992 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $150K.
First Trust Rising Dividend Achievers ETF made up 1.47% of Shelton Wealth Management's portfolio in Q2 2026, its #16 holding.
Shelton Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
Shelton Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $7.18M in Q2 2023.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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