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

Tranquility 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 		$1.34M Buy
16,560
+10
+0.1% +$752 0.46% 57
2026
Q1 		$1.13M Buy
16,550
+892
+6% +$63.5K 0.43% 56
2025
Q4 		$1.09M Sell
15,658
-1,360
-8% -$92.4K 0.39% 60
2025
Q3 		$1.14M Buy
17,018
+367
+2% +$23.8K 0.39% 64
2025
Q2 		$1.04M Buy
16,651
+137
+0.8% +$8.06K 0.37% 73
2025
Q1 		$967K Buy
16,514
+1,132
+7% +$68.8K 0.37% 72
2024
Q4 		$923K Sell
15,382
-529
-3% -$32.3K 0.35% 79
2024
Q3 		$942K Buy
15,911
+123
+0.8% +$7K 0.34% 79
2024
Q2 		$864K Buy
15,788
+1,036
+7% +$56.6K 0.33% 85
2024
Q1 		$829K Buy
14,752
+508
+4% +$26.6K 0.32% 86
2023
Q4 		$736K Buy
14,244
+1,178
+9% +$55.7K 0.31% 89
2023
Q3 		$600K Buy
13,066
+1,644
+14% +$78.6K 0.26% 98
2023
Q2 		$538K Buy
11,422
+1,143
+11% +$51.7K 0.23% 110
2023
Q1 		$461K Buy
10,279
+1,134
+12% +$52.1K 0.22% 119
2022
Q4 		$402K Sell
9,145
-160
-2% -$7K 0.2% 121
2022
Q3 		$362K Buy
9,305
+1,574
+20% +$67.7K 0.2% 125
2022
Q2 		$316K Sell
7,731
-2,196
-22% -$99.6K 0.16% 146
2022
Q1 		$486K Buy
9,927
+2,203
+29% +$110K 0.23% 113
2021
Q4 		$400K Buy
7,724
+1,852
+32% +$93.4K 0.19% 129
2021
Q3 		$279K Buy
+5,872
New +$284K 0.14% 169

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

Tranquility Partners's RDVY Position: Q2 2026 in Review

Tranquility Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.06% in Q2 2026, buying an estimated $752 and bringing the position to 16,560 shares worth $1.34M. The position accounts for 0.46% of the portfolio, ranked #57.

Tranquility Partners first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Tranquility Partners held 16,560 shares of First Trust Rising Dividend Achievers ETF worth $1.34M as of Q2 2026.
  • Tranquility Partners bought 10 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $752.
  • First Trust Rising Dividend Achievers ETF made up 0.46% of Tranquility Partners's portfolio in Q2 2026, its #57 holding.
  • Tranquility Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.