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

Total Clarity 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	$13M	Buy	160,345 +38,509	+32%	+$2.9M	2.53%	4
2026 Q1	$8.32M	Buy	121,836 +2,478	+2%	+$176K	1.95%	4
2025 Q4	$8.29M	Buy	119,358 +12,231	+11%	+$831K	2%	5
2025 Q3	$7.21M	Buy	107,127 +4,227	+4%	+$274K	1.92%	5
2025 Q2	$6.46M	Buy	102,900 +5,787	+6%	+$340K	1.85%	6
2025 Q1	$5.74M	Sell	97,113 -542	-0.6%	-$32.9K	1.87%	7
2024 Q4	$5.78M	Buy	97,655 +41,620	+74%	+$2.54M	1.88%	7
2024 Q3	$3.32M	Buy	56,035 +6,194	+12%	+$352K	1.07%	19
2024 Q2	$2.73M	Buy	49,841 +11,175	+29%	+$611K	0.95%	27
2024 Q1	$2.17M	Buy	38,666 +19,822	+105%	+$1.04M	0.76%	35
2023 Q4	$974K	Buy	18,844 +5,641	+43%	+$267K	0.4%	79
2023 Q3	$607K	Sell	13,203 -14,341	-52%	-$686K	0.29%	96
2023 Q2	$1.3M	Sell	27,544 -2,916	-10%	-$132K	0.64%	43
2023 Q1	$1.37M	Buy	30,460 +14,634	+92%	+$672K	0.74%	34
2022 Q4	$695K	Sell	15,826 -48,859	-76%	-$2.14M	0.35%	72
2022 Q3	$2.52M	Sell	64,685 -2,228	-3%	-$95.8K	1.57%	12
2022 Q2	$2.74M	Sell	66,913 -22,759	-25%	-$1.03M	1.42%	12
2022 Q1	$4.39M	Sell	89,672 -45,096	-33%	-$2.25M	2.41%	4
2021 Q4	$6.98M	Buy	134,768 +57,511	+74%	+$2.9M	3.17%	1
2021 Q3	$3.67M	Buy	77,257 +2,447	+3%	+$119K	1.74%	5
2021 Q2	$3.59M	Buy	74,810 +42,461	+131%	+$2.03M	2.01%	4
2021 Q1	$1.47M	Buy	32,349 +22,798	+239%	+$972K	0.85%	27
2020 Q4	$381K	Buy	+9,551	New	+$348K	0.26%	98

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

Total Clarity Wealth Management's RDVY Position: Q2 2026 in Review

Total Clarity Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 32% in Q2 2026, buying an estimated $2.9M and bringing the position to 160,345 shares worth $13M. The position accounts for 2.53% of the portfolio, ranked #4.

Total Clarity Wealth Management first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Total Clarity Wealth Management held 160,345 shares of First Trust Rising Dividend Achievers ETF worth $13M as of Q2 2026.
Total Clarity Wealth Management bought 38,509 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.9M.
First Trust Rising Dividend Achievers ETF made up 2.53% of Total Clarity Wealth Management's portfolio in Q2 2026, its #4 holding.
Total Clarity Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.