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

Triad Wealth 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	$5.42M	Buy	66,296 +22,475	+51%	+$1.69M	0.32%	57
2026 Q1	$2.99M	Buy	43,821 +15,792	+56%	+$1.12M	0.24%	80
2025 Q4	$1.95M	Buy	28,029 +10,324	+58%	+$702K	0.19%	91
2025 Q3	$1.19M	Buy	+17,705	New	+$1.15M	0.15%	102

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

Triad Wealth Partners's RDVY Position: Q2 2026 in Review

Triad Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 51% in Q2 2026, buying an estimated $1.69M and bringing the position to 66,296 shares worth $5.42M. The position accounts for 0.32% of the portfolio, ranked #57.

Triad Wealth Partners first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Triad Wealth Partners held 66,296 shares of First Trust Rising Dividend Achievers ETF worth $5.42M as of Q2 2026.
Triad Wealth Partners bought 22,475 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.69M.
First Trust Rising Dividend Achievers ETF made up 0.32% of Triad Wealth Partners's portfolio in Q2 2026, its #57 holding.
Triad Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.