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

Trueblood 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	$1.08M	Sell	13,291 -21	-0.2%	-$1.58K	0.38%	87
2026 Q1	$909K	Sell	13,312 -832	-6%	-$59.2K	0.36%	91
2025 Q4	$983K	Sell	14,144 -10	-0.1%	-$680	0.38%	83
2025 Q3	$952K	Sell	14,154 -36	-0.3%	-$2.33K	0.37%	93
2025 Q2	$890K	Buy	14,190 +231	+2%	+$13.6K	0.37%	93
2025 Q1	$817K	Buy	13,959 +1,726	+14%	+$105K	0.38%	90
2024 Q4	$723K	Buy	12,233 +167	+1%	+$10.2K	0.36%	94
2024 Q3	$714K	Buy	12,066 +4,347	+56%	+$247K	0.36%	90
2024 Q2	$423K	Buy	7,719 +1,869	+32%	+$102K	0.24%	124
2024 Q1	$329K	Sell	5,850 -2,046	-26%	-$107K	0.19%	147
2023 Q4	$408K	Buy	+7,896	New	+$373K	0.26%	118

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

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

Trueblood Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.16% in Q2 2026, selling an estimated $1.58K and leaving 13,291 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #87.

Trueblood Wealth Management first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Trueblood Wealth Management held 13,291 shares of First Trust Rising Dividend Achievers ETF worth $1.08M as of Q2 2026.
Trueblood Wealth Management sold 21 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.58K.
First Trust Rising Dividend Achievers ETF made up 0.38% of Trueblood Wealth Management's portfolio in Q2 2026, its #87 holding.
Trueblood Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.