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

Spire 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 		$7.4M Buy
91,309
+1,417
+2% +$107K 0.22% 101
2026
Q1 		$6.14M Sell
89,892
-2,669
-3% -$190K 0.21% 98
2025
Q4 		$6.43M Buy
92,561
+817
+0.9% +$55.5K 0.22% 95
2025
Q3 		$6.17M Buy
91,744
+4,120
+5% +$267K 0.21% 99
2025
Q2 		$5.5M Sell
87,624
-1,917
-2% -$113K 0.2% 98
2025
Q1 		$5.24M Buy
89,541
+2,011
+2% +$122K 0.17% 117
2024
Q4 		$5.18M Buy
87,530
+3,387
+4% +$207K 0.16% 125
2024
Q3 		$4.98M Buy
84,143
+3,598
+4% +$205K 0.17% 116
2024
Q2 		$4.41M Buy
80,545
+50,863
+171% +$2.78M 0.16% 136
2024
Q1 		$1.67M Sell
29,682
-50,823
-63% -$2.67M 0.03% 279
2023
Q4 		$4.08M Sell
80,505
-2,629
-3% -$124K 0.13% 169
2023
Q3 		$3.82M Buy
83,134
+417
+0.5% +$19.9K 0.15% 159
2023
Q2 		$3.9M Buy
82,717
+2,862
+4% +$129K 0.14% 134
2023
Q1 		$3.58M Buy
79,855
+47,690
+148% +$2.19M 0.14% 141
2022
Q4 		$1.41M Sell
32,165
-46,220
-59% -$2.02M 0.08% 197
2022
Q3 		$3.05M Sell
78,385
-6,160
-7% -$265K 0.19% 113
2022
Q2 		$3.46M Buy
84,545
+21,347
+34% +$968K 0.14% 147
2022
Q1 		$3.1M Sell
63,198
-104,191
-62% -$5.2M 0.08% 208
2021
Q4 		$8.67M Buy
167,389
+75,828
+83% +$3.82M 0.19% 130
2021
Q3 		$4.34M Buy
91,561
+8,346
+10% +$404K 0.12% 170
2021
Q2 		$4M Sell
83,215
-23,097
-22% -$1.11M 0.11% 186
2021
Q1 		$4.7M Buy
+106,312
New +$4.53M 0.13% 167

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Spire Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $107K and bringing the position to 91,309 shares worth $7.4M. The position accounts for 0.22% of the portfolio, ranked #101.

Spire Wealth Management first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.67M in Q4 2021. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Spire Wealth Management held 91,309 shares of First Trust Rising Dividend Achievers ETF worth $7.4M as of Q2 2026.
  • Spire Wealth Management bought 1,417 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $107K.
  • First Trust Rising Dividend Achievers ETF made up 0.22% of Spire Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Spire Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $8.67M in Q4 2021.
  • 809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.