VSM Wealth Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

VSM Wealth Advisory’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	$19.5K	Hold	240	–	–	0.01%	302
2026 Q1	$16.4K	Hold	240	–	–	﹤0.01%	314
2025 Q4	$16.7K	Hold	240	–	–	0.01%	279
2025 Q3	$16.1K	Hold	240	–	–	0.01%	295
2025 Q2	$15.1K	Hold	240	–	–	0.01%	341
2025 Q1	$14.1K	Hold	240	–	–	0.01%	315
2024 Q4	$14.2K	Buy	+240	New	+$14.6K	0.01%	309

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

VSM Wealth Advisory's RDVY Position: Q2 2026 in Review

VSM Wealth Advisory held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 240 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #302.

VSM Wealth Advisory 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.

VSM Wealth Advisory held 240 shares of First Trust Rising Dividend Achievers ETF worth $19.5K as of Q2 2026.
VSM Wealth Advisory left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #302 holding.
VSM Wealth Advisory 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 VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.