TRUE Private Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

TRUE Private Wealth Advisors’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	$213K	Buy	+2,629	New	+$198K	0.02%	264
2026 Q1	–	Sell	-3,065	Closed	-$213K	–	283
2025 Q4	$213K	Sell	3,065 -3,842	-56%	-$261K	0.02%	249
2025 Q3	$465K	Buy	+6,907	New	+$448K	0.05%	164

Other funds holding RDVY

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

TRUE Private Wealth Advisors's RDVY Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 2,629 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in RDVY as recently as Q4 2025.

TRUE Private Wealth Advisors first reported a position in RDVY in Q3 2025 and has held it in 3 quarters since. The position peaked at $465K in Q3 2025. 339 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

TRUE Private Wealth Advisors held 2,629 shares of First Trust Rising Dividend Achievers ETF worth $213K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new TRUE Private Wealth Advisors position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #264 holding.
TRUE Private Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
TRUE Private Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $465K in Q3 2025.
339 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.