Solano Wealth Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Solano Wealth Investment Advisors’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	$9.36M	Sell	115,413 -2,620	-2%	-$197K	4.26%	11
2026 Q1	$8.06M	Sell	118,033 -1,792	-1%	-$128K	4.02%	11
2025 Q4	$8.32M	Sell	119,825 -16,325	-12%	-$1.11M	4.13%	11
2025 Q3	$9.16M	Sell	136,150 -2,628	-2%	-$170K	4.42%	12
2025 Q2	$8.71M	Sell	138,778 -45,556	-25%	-$2.68M	4.47%	12
2025 Q1	$10.8M	Sell	184,334 -7,214	-4%	-$438K	6.68%	6
2024 Q4	$11.3M	Buy	+191,548	New	+$11.7M	6.81%	6

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

Solano Wealth Investment Advisors's RDVY Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.2% in Q2 2026, selling an estimated $197K and leaving 115,413 shares worth $9.36M. The position accounts for 4.26% of the portfolio, ranked #11.

Solano Wealth Investment Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q4 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Solano Wealth Investment Advisors held 115,413 shares of First Trust Rising Dividend Achievers ETF worth $9.36M as of Q2 2026.
Solano Wealth Investment Advisors sold 2,620 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $197K.
First Trust Rising Dividend Achievers ETF made up 4.26% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #11 holding.
Solano Wealth Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Solano Wealth Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $11.3M in Q4 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.