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Strategic Family Wealth Counselors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Strategic Family Wealth Counselors’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 		$940K Hold
11,593
– – 0.22% 81
2026
Q1 		$792K Sell
11,593
-27
-0.2% -$1.92K 0.21% 82
2025
Q4 		$829K Buy
11,620
+1
+0% +$68 0.19% 91
2025
Q3 		$782K Hold
11,619
– – 0.2% 75
2025
Q2 		$729K Hold
11,619
– – 0.21% 74
2025
Q1 		$680K Buy
11,619
+542
+5% +$32.9K 0.22% 71
2024
Q4 		$655K Buy
11,077
+101
+0.9% +$6.16K 0.21% 71
2024
Q3 		$650K Hold
10,976
– – 0.23% 66
2024
Q2 		$601K Buy
10,976
+1
+0% +$55 0.23% 63
2024
Q1 		$616K Buy
10,975
+402
+4% +$21.1K 0.24% 60
2023
Q4 		$546K Buy
10,573
+1,555
+17% +$73.5K 0.23% 61
2023
Q3 		$414K Buy
9,018
+601
+7% +$28.7K 0.2% 64
2023
Q2 		$396K Buy
8,417
+1,326
+19% +$60K 0.18% 65
2023
Q1 		$318K Buy
7,091
+421
+6% +$19.3K 0.15% 71
2022
Q4 		$293K Sell
6,670
-23
-0.3% -$1.01K 0.15% 76
2022
Q3 		$260K Buy
+6,693
New +$288K 0.13% 75

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

Strategic Family Wealth Counselors's RDVY Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 11,593 shares worth $940K. The position accounts for 0.22% of the portfolio, ranked #81.

Strategic Family Wealth Counselors first reported a position in RDVY in Q3 2022 and has held it in 16 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Strategic Family Wealth Counselors held 11,593 shares of First Trust Rising Dividend Achievers ETF worth $940K as of Q2 2026.
  • Strategic Family Wealth Counselors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.22% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #81 holding.
  • Strategic Family Wealth Counselors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 16 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.