WWM
RDVY icon

Western Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Western Wealth 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 		$29.3M Buy
361,477
+7,768
+2% +$584K 0.96% 17
2026
Q1 		$24.2M Buy
353,709
+15,055
+4% +$1.07M 0.92% 18
2025
Q4 		$23.5M Buy
338,654
+13,584
+4% +$923K 1.08% 17
2025
Q3 		$21.9M Buy
325,070
+5,194
+2% +$337K 1.15% 18
2025
Q2 		$20.1M Sell
319,876
-4,510
-1% -$265K 1.19% 18
2025
Q1 		$19M Sell
324,386
-2,879
-0.9% -$175K 1.26% 16
2024
Q4 		$19.4M Sell
327,265
-7,226
-2% -$441K 1.04% 17
2024
Q3 		$19.8M Sell
334,491
-27,923
-8% -$1.59M 1.13% 15
2024
Q2 		$19.8M Buy
362,414
+3,150
+0.9% +$172K 1.47% 14
2024
Q1 		$20.2M Sell
359,264
-13,187
-4% -$692K 1.57% 13
2023
Q4 		$19.2M Sell
372,451
-10,866
-3% -$514K 1.39% 10
2023
Q3 		$17.6M Buy
383,317
+951
+0.2% +$45.5K 1.49% 7
2023
Q2 		$18M Sell
382,366
-40,058
-9% -$1.81M 1.54% 7
2023
Q1 		$19M Sell
422,424
-13,161
-3% -$605K 1.76% 4
2022
Q4 		$19.1M Sell
435,585
-479,284
-52% -$21M 1.96% 4
2022
Q3 		$35.6M Sell
914,869
-224,582
-20% -$9.66M 2.04% 3
2022
Q2 		$46.6M Sell
1,139,451
-102,822
-8% -$4.66M 2.68% 3
2022
Q1 		$60.9M Buy
1,242,273
+720,563
+138% +$36M 2.95% 3
2021
Q4 		$27M Buy
+521,710
New +$26.3M 2.67% 3
2021
Q2 		$26.1M Buy
543,800
+38,050
+8% +$1.82M 2.69% 3
2021
Q1 		$23M Buy
+505,750
New +$21.6M 3.09% 3
2020
Q1 		– Sell
-86,127
Closed -$3.09M – 414
2019
Q4 		$3.09M Buy
+86,127
New +$2.92M 0.47% 44

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

Western Wealth Management's RDVY Position: Q2 2026 in Review

Western Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.2% in Q2 2026, buying an estimated $584K and bringing the position to 361,477 shares worth $29.3M. The position accounts for 0.96% of the portfolio, ranked #17.

Western Wealth Management first reported a position in RDVY in Q4 2019 and has held it in 22 quarters since. The position peaked at $60.9M in Q1 2022. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Western Wealth Management held 361,477 shares of First Trust Rising Dividend Achievers ETF worth $29.3M as of Q2 2026.
  • Western Wealth Management bought 7,768 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $584K.
  • First Trust Rising Dividend Achievers ETF made up 0.96% of Western Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Western Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 22 quarters since.
  • Western Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $60.9M in Q1 2022.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.