Spectrum Wealth Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Spectrum Wealth Advisory Group’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	$17.4M	Sell	214,395 -317,645	-60%	-$23.9M	4.95%	8
2026 Q1	$36.3M	Sell	532,040 -3,009	-0.6%	-$214K	13.51%	1
2025 Q4	$37.2M	Buy	535,049 +235,839	+79%	+$16M	13.66%	1
2025 Q3	$20.1M	Buy	299,210 +2,936	+1%	+$190K	8.31%	4
2025 Q2	$18.6M	Buy	296,274 +2,928	+1%	+$172K	8.65%	4
2025 Q1	$17.2M	Buy	293,346 +43,744	+18%	+$2.66M	8.24%	4
2024 Q4	$14.8M	Buy	249,602 +40,310	+19%	+$2.46M	6.96%	5
2024 Q3	$12.4M	Buy	+209,292	New	+$11.9M	6.95%	5

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

Spectrum Wealth Advisory Group's RDVY Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 60% in Q2 2026, selling an estimated $23.9M and leaving 214,395 shares worth $17.4M. The position accounts for 4.95% of the portfolio, ranked #8.

Spectrum Wealth Advisory Group first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.2M in Q4 2025. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Spectrum Wealth Advisory Group held 214,395 shares of First Trust Rising Dividend Achievers ETF worth $17.4M as of Q2 2026.
Spectrum Wealth Advisory Group sold 317,645 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $23.9M.
First Trust Rising Dividend Achievers ETF made up 4.95% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #8 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Spectrum Wealth Advisory Group's First Trust Rising Dividend Achievers ETF position peaked at $37.2M in Q4 2025.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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