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

Simplicity Wealth’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	$742K	Buy	9,158 +345	+4%	+$25.9K	0.03%	514
2026 Q1	$602K	Sell	8,813 -700	-7%	-$49.8K	0.03%	412
2025 Q4	$661K	Buy	9,513 +64	+0.7%	+$4.35K	0.04%	366
2025 Q3	$636K	Sell	9,449 -9,384	-50%	-$609K	0.04%	392
2025 Q2	$1.18M	Sell	18,833 -339	-2%	-$19.9K	0.05%	300
2025 Q1	$1.12M	Buy	19,172 +14,475	+308%	+$880K	0.09%	234
2024 Q4	$278K	Sell	4,697 -8,869	-65%	-$541K	0.06%	251
2024 Q3	$803K	Sell	13,566 -6,297	-32%	-$358K	0.07%	226
2024 Q2	$1.09M	Buy	19,863 +1,655	+9%	+$90.5K	0.02%	504
2024 Q1	$1.02M	Buy	+18,208	New	+$955K	0.02%	509

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

Simplicity Wealth's RDVY Position: Q2 2026 in Review

Simplicity Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.9% in Q2 2026, buying an estimated $25.9K and bringing the position to 9,158 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #514.

Simplicity Wealth first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q2 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Simplicity Wealth held 9,158 shares of First Trust Rising Dividend Achievers ETF worth $742K as of Q2 2026.
Simplicity Wealth bought 345 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.9K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #514 holding.
Simplicity Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's First Trust Rising Dividend Achievers ETF position peaked at $1.18M in Q2 2025.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.