Virtus Wealth Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Virtus Wealth Solutions’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	$9.52M	Sell	117,397 -8,064	-6%	-$606K	1.29%	19
2026 Q1	$8.57M	Buy	125,461 +6,011	+5%	+$428K	1.63%	22
2025 Q4	$8.3M	Buy	119,450 +90,442	+312%	+$6.15M	1.58%	19
2025 Q3	$1.95M	Sell	29,008 -567	-2%	-$36.8K	0.38%	29
2025 Q2	$1.86M	Buy	29,575 +532	+2%	+$31.3K	0.38%	29
2025 Q1	$1.7M	Buy	29,043 +2,037	+8%	+$124K	0.52%	19
2024 Q4	$1.6M	Buy	+27,006	New	+$1.65M	0.38%	27

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

Virtus Wealth Solutions's RDVY Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.4% in Q2 2026, selling an estimated $606K and leaving 117,397 shares worth $9.52M. The position accounts for 1.29% of the portfolio, ranked #19.

Virtus Wealth Solutions first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Virtus Wealth Solutions held 117,397 shares of First Trust Rising Dividend Achievers ETF worth $9.52M as of Q2 2026.
Virtus Wealth Solutions sold 8,064 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $606K.
First Trust Rising Dividend Achievers ETF made up 1.29% of Virtus Wealth Solutions's portfolio in Q2 2026, its #19 holding.
Virtus Wealth Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.