Wealth Enhancement Advisory Services
RDVY icon

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

Wealth Enhancement Advisory Services’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 		$46.4M Buy
577,642
+206,941
+56% +$15.6M 0.08% 225
2026
Q1 		$25.5M Buy
370,701
+77,100
+26% +$5.49M 0.05% 320
2025
Q4 		$21.3M Buy
293,601
+8,454
+3% +$575K 0.03% 464
2025
Q3 		$19.2M Buy
285,147
+42,318
+17% +$2.75M 0.03% 463
2025
Q2 		$15.5M Sell
242,829
-12,147
-5% -$714K 0.03% 497
2025
Q1 		$14.9M Sell
254,976
-7,431
-3% -$452K 0.03% 479
2024
Q4 		$15.5M Buy
262,407
+113,181
+76% +$6.91M 0.03% 434
2024
Q3 		$8.84M Sell
149,226
-3,527
-2% -$201K 0.02% 547
2024
Q2 		$8.36M Sell
152,753
-39,478
-21% -$2.16M 0.02% 537
2024
Q1 		$10.8M Sell
192,231
-12,196
-6% -$640K 0.03% 454
2023
Q4 		$10.6M Sell
204,427
-319
-0.2% -$15.1K 0.03% 418
2023
Q3 		$9.41M Buy
+204,746
New +$9.79M 0.03% 425

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's RDVY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 56% in Q2 2026, buying an estimated $15.6M and bringing the position to 577,642 shares worth $46.4M. The position accounts for 0.08% of the portfolio, ranked #225.

Wealth Enhancement Advisory Services first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 577,642 shares of First Trust Rising Dividend Achievers ETF worth $46.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 206,941 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.6M.
  • First Trust Rising Dividend Achievers ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #225 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.