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

WealthShield 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	-822	Closed	-$56.1K	–	558
2026 Q1	$56.1K	Buy	822 +98	+14%	+$6.98K	0.01%	438
2025 Q4	$50.3K	Hold	724	–	–	0.01%	431
2025 Q3	$48.7K	Hold	724	–	–	0.01%	431
2025 Q2	$45.4K	Buy	724 +124	+21%	+$7.29K	0.01%	425
2025 Q1	$35.1K	Hold	600	–	–	﹤0.01%	428
2024 Q4	$35.5K	Hold	600	–	–	0.01%	390
2024 Q3	$35.5K	Hold	600	–	–	﹤0.01%	399
2024 Q2	$32.9K	Hold	600	–	–	0.01%	377
2024 Q1	$33.7K	Hold	600	–	–	0.01%	370
2023 Q4	$31K	Hold	600	–	–	0.01%	386
2023 Q3	$27.6K	Sell	600 -460	-43%	-$22K	﹤0.01%	398
2023 Q2	$49.9K	Hold	1,060	–	–	0.01%	383
2023 Q1	$47.6K	Buy	+1,060	New	+$48.7K	0.01%	381

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

WealthShield Partners's RDVY Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 822 shares — an estimated $56.1K sold.

WealthShield Partners first reported a position in RDVY in Q1 2023 and held it in 13 quarters. The position peaked at $56.1K in Q1 2026. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

WealthShield Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 822 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $56.1K.
WealthShield Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and held it in 13 quarters.
WealthShield Partners's First Trust Rising Dividend Achievers ETF position peaked at $56.1K in Q1 2026.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.