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

SMART 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	$8.35M	Sell	103,047 -13,249	-11%	-$996K	1.8%	7
2026 Q1	$7.94M	Sell	116,296 -9,243	-7%	-$658K	2.33%	4
2025 Q4	$8.72M	Sell	125,539 -7,798	-6%	-$530K	2.66%	3
2025 Q3	$8.97M	Buy	133,337 +11,333	+9%	+$735K	3.38%	3
2025 Q2	$7.65M	Buy	122,004 +16,729	+16%	+$984K	2.4%	6
2025 Q1	$6.16M	Buy	105,275 +4,800	+5%	+$292K	2.21%	10
2024 Q4	$5.94M	Buy	100,475 +5,120	+5%	+$312K	2.11%	13
2024 Q3	$5.65M	Buy	95,355 +16,777	+21%	+$954K	2.21%	12
2024 Q2	$4.3M	Buy	78,578 +18,308	+30%	+$1M	1.74%	18
2024 Q1	$3.39M	Buy	+60,270	New	+$3.16M	1.53%	23

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

SMART Wealth's RDVY Position: Q2 2026 in Review

SMART Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, selling an estimated $996K and leaving 103,047 shares worth $8.35M. The position accounts for 1.8% of the portfolio, ranked #7.

SMART Wealth first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.97M in Q3 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

SMART Wealth held 103,047 shares of First Trust Rising Dividend Achievers ETF worth $8.35M as of Q2 2026.
SMART Wealth sold 13,249 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $996K.
First Trust Rising Dividend Achievers ETF made up 1.8% of SMART Wealth's portfolio in Q2 2026, its #7 holding.
SMART Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
SMART Wealth's First Trust Rising Dividend Achievers ETF position peaked at $8.97M in Q3 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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