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

Uniting 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	$22.5M	Buy	278,026 +8,029	+3%	+$604K	4.58%	2
2026 Q1	$18.4M	Buy	269,997 +4,589	+2%	+$327K	3.92%	2
2025 Q4	$18.4M	Buy	265,408 +46,438	+21%	+$3.16M	5.65%	2
2025 Q3	$14.7M	Buy	218,970 +205,837	+1,567%	+$13.4M	3.48%	3
2025 Q2	$824K	Buy	13,133 +2,624	+25%	+$154K	0.32%	42
2025 Q1	$615K	Buy	10,509 +6,699	+176%	+$407K	0.31%	38
2024 Q4	$225K	Buy	+3,810	New	+$232K	0.11%	89

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

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

Uniting Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3% in Q2 2026, buying an estimated $604K and bringing the position to 278,026 shares worth $22.5M. The position accounts for 4.58% of the portfolio, ranked #2.

Uniting Wealth Partners first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Uniting Wealth Partners held 278,026 shares of First Trust Rising Dividend Achievers ETF worth $22.5M as of Q2 2026.
Uniting Wealth Partners bought 8,029 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $604K.
First Trust Rising Dividend Achievers ETF made up 4.58% of Uniting Wealth Partners's portfolio in Q2 2026, its #2 holding.
Uniting Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.