Whipplewood Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Whipplewood Advisors’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	-4,107	Closed	-$280K	–	956
2026 Q1	$280K	Hold	4,107	–	–	0.15%	114
2025 Q4	$285K	Hold	4,107	–	–	0.18%	106
2025 Q3	$276K	Hold	4,107	–	–	0.18%	107
2025 Q2	$258K	Sell	4,107 -27,574	-87%	-$1.62M	0.14%	142
2025 Q1	$287K	Buy	31,681 +26,774	+546%	+$1.63M	0.17%	126
2024 Q4	$290K	Buy	+4,907	New	+$299K	0.17%	122

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

Whipplewood Advisors's RDVY Position: Q2 2026 in Review

Whipplewood Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 4,107 shares — an estimated $280K sold.

Whipplewood Advisors first reported a position in RDVY in Q4 2024 and held it in 6 quarters. The position peaked at $290K in Q4 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Whipplewood Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 4,107 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $280K.
Whipplewood Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's First Trust Rising Dividend Achievers ETF position peaked at $290K in Q4 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.