WealthBridge Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

WealthBridge Capital Management’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	$797K	Sell	9,829 -5	-0.1%	-$376	0.16%	98
2026 Q1	$671K	Sell	9,834 -20,016	-67%	-$1.42M	0.15%	101
2025 Q4	$2.07M	Buy	29,850 +1,768	+6%	+$120K	0.47%	45
2025 Q3	$1.89M	Sell	28,082 -295	-1%	-$19.1K	0.44%	48
2025 Q2	$1.78M	Buy	28,377 +2,147	+8%	+$126K	0.45%	48
2025 Q1	$1.54M	Buy	26,230 +18,952	+260%	+$1.15M	0.43%	51
2024 Q4	$430K	Buy	7,278 +35	+0.5%	+$2.13K	0.12%	121
2024 Q3	$429K	Buy	7,243 +73	+1%	+$4.15K	0.12%	121
2024 Q2	$393K	Buy	7,170 +34	+0.5%	+$1.86K	0.13%	112
2024 Q1	$401K	Buy	7,136 +3,154	+79%	+$165K	0.14%	111
2023 Q4	$206K	Buy	+3,982	New	+$188K	0.08%	169
2022 Q2	–	Sell	-4,952	Closed	-$243K	–	212
2022 Q1	$243K	Sell	4,952 -4,009	-45%	-$200K	0.09%	162
2021 Q4	$464K	Sell	8,961 -11,424	-56%	-$576K	0.17%	105
2021 Q3	$968K	Sell	20,385 -2,846	-12%	-$138K	0.36%	56
2021 Q2	$1.12M	Buy	+23,231	New	+$1.11M	0.41%	53

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

WealthBridge Capital Management's RDVY Position: Q2 2026 in Review

WealthBridge Capital Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.05% in Q2 2026, selling an estimated $376 and leaving 9,829 shares worth $797K. The position accounts for 0.16% of the portfolio, ranked #98.

WealthBridge Capital Management first reported a position in RDVY in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

WealthBridge Capital Management held 9,829 shares of First Trust Rising Dividend Achievers ETF worth $797K as of Q2 2026.
WealthBridge Capital Management sold 5 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $376.
First Trust Rising Dividend Achievers ETF made up 0.16% of WealthBridge Capital Management's portfolio in Q2 2026, its #98 holding.
WealthBridge Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 15 quarters since.
WealthBridge Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $2.07M in Q4 2025.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.