TrueWealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

TrueWealth 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	$4.11M	Buy	50,754 +3,552	+8%	+$267K	0.93%	20
2026 Q1	$3.22M	Buy	47,202 +8,564	+22%	+$610K	0.81%	22
2025 Q4	$2.68M	Sell	38,638 -822	-2%	-$55.9K	0.7%	29
2025 Q3	$2.65M	Buy	39,460 +692	+2%	+$44.9K	0.72%	29
2025 Q2	$2.43M	Buy	38,768 +556	+1%	+$32.7K	0.72%	28
2025 Q1	$2.24M	Buy	38,212 +2,597	+7%	+$158K	0.73%	30
2024 Q4	$2.11M	Buy	35,615 +1,370	+4%	+$83.6K	0.7%	30
2024 Q3	$2.03M	Buy	34,245 +6,264	+22%	+$356K	0.68%	31
2024 Q2	$1.53M	Buy	27,981 +4,828	+21%	+$264K	0.57%	38
2024 Q1	$1.3M	Buy	23,153 +1,760	+8%	+$92.3K	0.5%	43
2023 Q4	$1.11M	Buy	+21,393	New	+$1.01M	0.43%	45
2022 Q2	–	Sell	-5,989	Closed	-$310K	–	191
2022 Q1	$310K	Hold	5,989	–	–	0.14%	131
2021 Q4	$310K	Buy	5,989 +1,300	+28%	+$65.6K	0.14%	131
2021 Q3	$223K	Buy	+4,689	New	+$227K	0.13%	130

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TrueWealth Advisors's RDVY Position: Q2 2026 in Review

TrueWealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.5% in Q2 2026, buying an estimated $267K and bringing the position to 50,754 shares worth $4.11M. The position accounts for 0.93% of the portfolio, ranked #20.

TrueWealth Advisors first reported a position in RDVY in Q3 2021 and has held it in 14 quarters since. 160 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

TrueWealth Advisors held 50,754 shares of First Trust Rising Dividend Achievers ETF worth $4.11M as of Q2 2026.
TrueWealth Advisors bought 3,552 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $267K.
First Trust Rising Dividend Achievers ETF made up 0.93% of TrueWealth Advisors's portfolio in Q2 2026, its #20 holding.
TrueWealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 14 quarters since.
160 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.