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

WealthPLAN 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 		– Sell
-3,816
Closed -$261K – 244
2026
Q1 		$261K Sell
3,816
-3,538
-48% -$252K 0.05% 201
2025
Q4 		$511K Buy
7,354
+620
+9% +$42.1K 0.08% 180
2025
Q3 		$453K Buy
6,734
+38
+0.6% +$2.46K 0.07% 183
2025
Q2 		$420K Buy
6,696
+2,003
+43% +$118K 0.07% 182
2025
Q1 		$275K Hold
4,693
– – 0.04% 222
2024
Q4 		$278K Hold
4,693
– – 0.04% 218
2024
Q3 		$278K Sell
4,693
-61
-1% -$3.47K 0.04% 232
2024
Q2 		$260K Buy
4,754
+4
+0.1% +$219 0.03% 267
2024
Q1 		$267K Buy
4,750
+133
+3% +$6.98K 0.03% 271
2023
Q4 		$239K Buy
4,617
+10
+0.2% +$473 0.02% 294
2023
Q3 		$212K Hold
4,607
– – 0.02% 293
2023
Q2 		$217K Buy
4,607
+345
+8% +$15.6K 0.03% 283
2023
Q1 		$191K Buy
+4,262
New +$196K 0.02% 308
2020
Q1 		– Sell
-10,128
Closed -$372K – 279
2019
Q4 		$372K Buy
10,128
+112
+1% +$3.79K 0.04% 180
2019
Q3 		$344K Buy
10,016
+251
+3% +$7.85K 0.05% 171
2019
Q2 		$299K Buy
9,765
+299
+3% +$9.13K 0.05% 184
2019
Q1 		$285K Buy
9,466
+658
+7% +$19.3K 0.04% 208
2018
Q4 		$267K Buy
8,808
+243
+3% +$7.05K 0.04% 203
2018
Q3 		$244K Buy
8,565
+421
+5% +$13.1K 0.04% 209
2018
Q2 		$244K Sell
8,144
-44
-0.5% -$1.33K 0.05% 217
2018
Q1 		$243K Buy
+8,188
New +$251K 0.05% 234

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's RDVY Position: Q2 2026 in Review

WealthPLAN Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 3,816 shares — an estimated $261K sold.

WealthPLAN Partners first reported a position in RDVY in Q1 2018 and held it in 21 quarters. The position peaked at $511K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • WealthPLAN Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 3,816 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $261K.
  • WealthPLAN Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2018 and held it in 21 quarters.
  • WealthPLAN Partners's First Trust Rising Dividend Achievers ETF position peaked at $511K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.