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

WCG 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	$5.23M	Buy	64,524 +9,092	+16%	+$684K	0.12%	166
2026 Q1	$3.78M	Buy	55,432 +3,465	+7%	+$247K	0.11%	184
2025 Q4	$3.61M	Buy	51,967 +34,727	+201%	+$2.36M	0.1%	190
2025 Q3	$1.16M	Buy	17,240 +217	+1%	+$14.1K	0.07%	214
2025 Q2	$1.07M	Sell	17,023 -1,438	-8%	-$84.6K	0.07%	225
2025 Q1	$1.08M	Sell	18,461 -376	-2%	-$22.9K	0.08%	189
2024 Q4	$1.11M	Sell	18,837 -2,000	-10%	-$122K	0.07%	203
2024 Q3	$1.23M	Sell	20,837 -727	-3%	-$41.3K	0.08%	204
2024 Q2	$1.18M	Buy	21,564 +1,888	+10%	+$103K	0.09%	182
2024 Q1	$1.1M	Sell	19,676 -220	-1%	-$11.5K	0.09%	174
2023 Q4	$1.03M	Sell	19,896 -5,479	-22%	-$259K	0.08%	203
2023 Q3	$1.17M	Buy	25,375 +9,171	+57%	+$438K	0.09%	188
2023 Q2	$763K	Sell	16,204 -292	-2%	-$13.2K	0.09%	125
2023 Q1	$740K	Sell	16,496 -928	-5%	-$42.6K	0.09%	124
2022 Q4	$765K	Buy	17,424 +4,499	+35%	+$197K	0.11%	121
2022 Q3	$686K	Sell	12,925 -6,120	-32%	-$263K	0.09%	156
2022 Q2	$779K	Buy	+19,045	New	+$863K	0.11%	140

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 22.9% 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

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

WCG Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q2 2026, buying an estimated $684K and bringing the position to 64,524 shares worth $5.23M. The position accounts for 0.12% of the portfolio, ranked #166.

WCG Wealth Advisors first reported a position in RDVY in Q2 2022 and has held it in 17 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

WCG Wealth Advisors held 64,524 shares of First Trust Rising Dividend Achievers ETF worth $5.23M as of Q2 2026.
WCG Wealth Advisors bought 9,092 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $684K.
First Trust Rising Dividend Achievers ETF made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #166 holding.
WCG Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.