Traction Financial Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Traction Financial Partners’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	$19.5M	Buy	240,426 +2,646	+1%	+$199K	10.35%	3
2026 Q1	$16.2M	Buy	237,780 +1,985	+0.8%	+$141K	10%	4
2025 Q4	$16.4M	Buy	235,795 +11,923	+5%	+$810K	9.71%	4
2025 Q3	$15.1M	Buy	223,872 +17,268	+8%	+$1.12M	9.29%	4
2025 Q2	$13M	Buy	206,604 +10,468	+5%	+$616K	8.79%	5
2025 Q1	$11.5M	Sell	196,136 -16,862	-8%	-$1.02M	8.97%	5
2024 Q4	$12.6M	Buy	212,998 +8,364	+4%	+$510K	9.79%	3
2024 Q3	$12.1M	Sell	204,634 -25,677	-11%	-$1.46M	9.51%	3
2024 Q2	$13.1M	Buy	230,311 +14,204	+7%	+$777K	9.51%	3
2024 Q1	$11.9M	Sell	216,107 -4,734	-2%	-$248K	9.32%	3
2023 Q4	$11.4M	Buy	+220,841	New	+$10.4M	7.66%	4

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

Traction Financial Partners's RDVY Position: Q2 2026 in Review

Traction Financial Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.1% in Q2 2026, buying an estimated $199K and bringing the position to 240,426 shares worth $19.5M. The position accounts for 10.35% of the portfolio, ranked #3.

Traction Financial Partners first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Traction Financial Partners held 240,426 shares of First Trust Rising Dividend Achievers ETF worth $19.5M as of Q2 2026.
Traction Financial Partners bought 2,646 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $199K.
First Trust Rising Dividend Achievers ETF made up 10.35% of Traction Financial Partners's portfolio in Q2 2026, its #3 holding.
Traction Financial Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.