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

Wealth Effects’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	$2.9M	Buy	35,784 +103	+0.3%	+$7.75K	0.78%	24
2026 Q1	$2.44M	Buy	35,681 +252	+0.7%	+$17.9K	0.86%	21
2025 Q4	$2.46M	Sell	35,429 -274	-0.8%	-$18.6K	0.77%	22
2025 Q3	$2.4M	Buy	35,703 +1,216	+4%	+$78.9K	0.77%	24
2025 Q2	$2.16M	Sell	34,487 -45	-0.1%	-$2.65K	0.81%	25
2025 Q1	$2.02M	Sell	34,532 -298	-0.9%	-$18.1K	0.85%	24
2024 Q4	$2.06M	Buy	34,830 +200	+0.6%	+$12.2K	0.73%	27
2024 Q3	$2.05M	Sell	34,630 -94	-0.3%	-$5.35K	0.72%	29
2024 Q2	$1.9M	Sell	34,724 -91	-0.3%	-$4.97K	0.69%	28
2024 Q1	$1.96M	Buy	34,815 +308	+0.9%	+$16.2K	0.72%	25
2023 Q4	$1.78M	Buy	34,507 +765	+2%	+$36.2K	0.67%	25
2023 Q3	$1.55M	Buy	33,742 +10	+0%	+$478	0.77%	25
2023 Q2	$1.59M	Buy	33,732 +335	+1%	+$15.2K	0.7%	28
2023 Q1	$1.5M	Sell	33,397 -397	-1%	-$18.2K	0.77%	28
2022 Q4	$1.48M	Buy	33,794 +13	+0%	+$568	0.85%	29
2022 Q3	$1.31M	Buy	33,781 +359	+1%	+$15.4K	0.8%	26
2022 Q2	$1.37M	Buy	33,422 +1,258	+4%	+$57K	0.82%	31
2022 Q1	$1.58M	Sell	32,164 -95	-0.3%	-$4.74K	0.74%	32
2021 Q4	$1.67M	Buy	+32,259	New	+$1.63M	0.69%	30

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

Wealth Effects's RDVY Position: Q2 2026 in Review

Wealth Effects increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.29% in Q2 2026, buying an estimated $7.75K and bringing the position to 35,784 shares worth $2.9M. The position accounts for 0.78% of the portfolio, ranked #24.

Wealth Effects first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Wealth Effects held 35,784 shares of First Trust Rising Dividend Achievers ETF worth $2.9M as of Q2 2026.
Wealth Effects bought 103 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.75K.
First Trust Rising Dividend Achievers ETF made up 0.78% of Wealth Effects's portfolio in Q2 2026, its #24 holding.
Wealth Effects first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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