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

Triton 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	$2.11M	Sell	26,786 -962	-3%	-$72.4K	0.65%	25
2026 Q1	$1.92M	Sell	27,748 -2,086	-7%	-$148K	0.71%	28
2025 Q4	$2.15M	Sell	29,834 -19,706	-40%	-$1.34M	0.81%	22
2025 Q3	$3.34M	Sell	49,540 -9,499	-16%	-$616K	1.27%	13
2025 Q2	$3.78M	Buy	+59,039	New	+$3.47M	1.61%	12
2022 Q4	–	Sell	-5,463	Closed	-$227K	–	86
2022 Q3	$227K	Buy	5,463 +157	+3%	+$6.75K	0.13%	67
2022 Q2	$233K	Buy	5,306 +271	+5%	+$12.3K	0.16%	69
2022 Q1	$256K	Hold	5,035	–	–	0.13%	75
2021 Q4	$256K	Sell	5,035 -194	-4%	-$9.79K	0.13%	75
2021 Q3	$261K	Sell	5,229 -2,075	-28%	-$101K	0.12%	88
2021 Q2	$359K	Buy	+7,304	New	+$350K	0.21%	76

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

Triton Wealth Management's RDVY Position: Q2 2026 in Review

Triton Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.5% in Q2 2026, selling an estimated $72.4K and leaving 26,786 shares worth $2.11M. The position accounts for 0.65% of the portfolio, ranked #25.

Triton Wealth Management first reported a position in RDVY in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.78M in Q2 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Triton Wealth Management held 26,786 shares of First Trust Rising Dividend Achievers ETF worth $2.11M as of Q2 2026.
Triton Wealth Management sold 962 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $72.4K.
First Trust Rising Dividend Achievers ETF made up 0.65% of Triton Wealth Management's portfolio in Q2 2026, its #25 holding.
Triton Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 11 quarters since.
Triton Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $3.78M in Q2 2025.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.