Westside Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Westside Investment 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	$284K	Sell	3,500 -200	-5%	-$15K	0.04%	265
2026 Q1	$253K	Hold	3,700	–	–	0.04%	268
2025 Q4	$257K	Hold	3,700	–	–	0.04%	241
2025 Q3	$249K	Hold	3,700	–	–	0.04%	252
2025 Q2	$232K	Sell	3,700 -2,471	-40%	-$145K	0.04%	237
2025 Q1	$361K	Hold	6,171	–	–	0.08%	180
2024 Q4	$365K	Hold	6,171	–	–	0.08%	174
2024 Q3	$365K	Hold	6,171	–	–	0.08%	172
2024 Q2	$338K	Hold	6,171	–	–	0.08%	174
2024 Q1	$347K	Hold	6,171	–	–	0.08%	169
2023 Q4	$319K	Hold	6,171	–	–	0.08%	173
2023 Q3	$284K	Hold	6,171	–	–	0.08%	177
2023 Q2	$291K	Hold	6,171	–	–	0.08%	180
2023 Q1	$277K	Hold	6,171	–	–	0.08%	178
2022 Q4	$271	Buy	6,171 +1,500	+32%	+$65.6K	﹤0.01%	306
2022 Q3	$181	Hold	4,671	–	–	﹤0.01%	324
2022 Q2	$191	Hold	4,671	–	–	﹤0.01%	322
2022 Q1	$228	Hold	4,671	–	–	﹤0.01%	318
2021 Q4	$241	Hold	4,671	–	–	﹤0.01%	304
2021 Q3	$221	Buy	4,671 +1,937	+71%	+$93.8K	﹤0.01%	299
2021 Q2	$131	Hold	2,734	–	–	﹤0.01%	316
2021 Q1	$124	Hold	2,734	–	–	﹤0.01%	313
2020 Q4	$109	Hold	2,734	–	–	﹤0.01%	286
2020 Q3	$89	Hold	2,734	–	–	﹤0.01%	306
2020 Q2	$84	Hold	2,734	–	–	﹤0.01%	292
2020 Q1	$70	Buy	+2,734	New	+$88.7K	﹤0.01%	304

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

Westside Investment Management's RDVY Position: Q2 2026 in Review

Westside Investment Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.4% in Q2 2026, selling an estimated $15K and leaving 3,500 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #265.

Westside Investment Management first reported a position in RDVY in Q1 2020 and has held it in 26 quarters since. The position peaked at $365K in Q3 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Westside Investment Management held 3,500 shares of First Trust Rising Dividend Achievers ETF worth $284K as of Q2 2026.
Westside Investment Management sold 200 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15K.
First Trust Rising Dividend Achievers ETF made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #265 holding.
Westside Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 26 quarters since.
Westside Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $365K in Q3 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.