Wealthcare Advisory Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wealthcare Advisory Partners’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	$12.1M	Buy	149,633 +4,811	+3%	+$362K	0.23%	90
2026 Q1	$9.89M	Buy	144,822 +4,625	+3%	+$329K	0.19%	111
2025 Q4	$9.74M	Buy	140,197 +5,475	+4%	+$372K	0.19%	112
2025 Q3	$9.06M	Buy	134,722 +14,899	+12%	+$967K	0.19%	110
2025 Q2	$7.52M	Buy	119,823 +7,560	+7%	+$445K	0.17%	117
2025 Q1	$6.57M	Buy	112,263 +24,856	+28%	+$1.51M	0.18%	109
2024 Q4	$5.17M	Buy	87,407 +15,580	+22%	+$951K	0.14%	134
2024 Q3	$4.25M	Buy	71,827 +27,381	+62%	+$1.56M	0.12%	149
2024 Q2	$2.43M	Buy	44,446 +6,679	+18%	+$365K	0.08%	212
2024 Q1	$2.12M	Sell	37,767 -2,754	-7%	-$144K	0.07%	220
2023 Q4	$2.09M	Sell	40,521 -5,799	-13%	-$274K	0.08%	193
2023 Q3	$2.13M	Buy	46,320 +3,718	+9%	+$178K	0.1%	165
2023 Q2	$2.01M	Sell	42,602 -240	-0.6%	-$10.9K	0.09%	176
2023 Q1	$1.92M	Buy	42,842 +1,817	+4%	+$83.5K	0.08%	183
2022 Q4	$1.8M	Buy	41,025 +3,150	+8%	+$138K	0.09%	177
2022 Q3	$1.47M	Sell	37,875 -2,446	-6%	-$105K	0.08%	176
2022 Q2	$1.65M	Buy	40,321 +1,170	+3%	+$53K	0.1%	135
2022 Q1	$1.92M	Buy	39,151 +8,455	+28%	+$422K	0.12%	104
2021 Q4	$1.59M	Buy	30,696 +10,712	+54%	+$540K	0.1%	129
2021 Q3	$949K	Buy	19,984 +8,465	+73%	+$410K	0.06%	198
2021 Q2	$553K	Buy	11,519 +2,945	+34%	+$141K	0.04%	301
2021 Q1	$390K	Buy	+8,574	New	+$366K	0.03%	337
2020 Q2	–	Sell	-2,570	Closed	-$66K	–	1113
2020 Q1	$66K	Buy	2,570 +243	+10%	+$7.89K	0.01%	457
2019 Q4	$83K	Buy	2,327 +1	+0%	+$34	0.01%	439
2019 Q3	$74K	Buy	2,326 +1,501	+182%	+$46.9K	0.01%	457
2019 Q2	$26K	Hold	825	–	–	﹤0.01%	668
2019 Q1	$25K	Buy	+825	New	+$24.2K	﹤0.01%	606

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

Wealthcare Advisory Partners's RDVY Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.3% in Q2 2026, buying an estimated $362K and bringing the position to 149,633 shares worth $12.1M. The position accounts for 0.23% of the portfolio, ranked #90.

Wealthcare Advisory Partners first reported a position in RDVY in Q1 2019 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Wealthcare Advisory Partners held 149,633 shares of First Trust Rising Dividend Achievers ETF worth $12.1M as of Q2 2026.
Wealthcare Advisory Partners bought 4,811 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $362K.
First Trust Rising Dividend Achievers ETF made up 0.23% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #90 holding.
Wealthcare Advisory Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2019 and has held it in 27 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.