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

StoneCrest 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	$9.56M	Sell	117,964 -169	-0.1%	-$12.7K	3.06%	11
2026 Q1	$8.07M	Buy	118,133 +1,420	+1%	+$101K	3.41%	8
2025 Q4	$8.11M	Buy	116,713 +10,361	+10%	+$704K	3.27%	8
2025 Q3	$7.15M	Buy	106,352 +2,829	+3%	+$184K	3.13%	8
2025 Q2	$6.5M	Sell	103,523 -9,252	-8%	-$544K	3.09%	9
2025 Q1	$6.6M	Buy	+112,775	New	+$6.85M	4.2%	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

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

StoneCrest Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.14% in Q2 2026, selling an estimated $12.7K and leaving 117,964 shares worth $9.56M. The position accounts for 3.06% of the portfolio, ranked #11.

StoneCrest Wealth Management first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

StoneCrest Wealth Management held 117,964 shares of First Trust Rising Dividend Achievers ETF worth $9.56M as of Q2 2026.
StoneCrest Wealth Management sold 169 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $12.7K.
First Trust Rising Dividend Achievers ETF made up 3.06% of StoneCrest Wealth Management's portfolio in Q2 2026, its #11 holding.
StoneCrest Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.