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

Visionary 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	$1.24M	Buy	15,328 +4,241	+38%	+$319K	0.05%	274
2026 Q1	$757K	Buy	11,087 +608	+6%	+$43.3K	0.03%	328
2025 Q4	$728K	Sell	10,479 -1,109	-10%	-$75.4K	0.03%	316
2025 Q3	$779K	Sell	11,588 -66,554	-85%	-$4.32M	0.04%	314
2025 Q2	$4.9M	Buy	78,142 +18,534	+31%	+$1.09M	0.25%	97
2025 Q1	$3.49M	Buy	59,608 +8,643	+17%	+$525K	0.21%	124
2024 Q4	$3.01M	Buy	50,965 +3,948	+8%	+$241K	0.18%	132
2024 Q3	$2.78M	Buy	+47,017	New	+$2.67M	0.17%	136

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

Visionary Wealth Advisors's RDVY Position: Q2 2026 in Review

Visionary Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 38% in Q2 2026, buying an estimated $319K and bringing the position to 15,328 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #274.

Visionary Wealth Advisors first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.9M in Q2 2025. 818 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Visionary Wealth Advisors held 15,328 shares of First Trust Rising Dividend Achievers ETF worth $1.24M as of Q2 2026.
Visionary Wealth Advisors bought 4,241 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $319K.
First Trust Rising Dividend Achievers ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #274 holding.
Visionary Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $4.9M in Q2 2025.
818 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.