Whitaker-Myers Wealth Managers’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.21M	Sell	14,905 -4,382	-23%	-$330K	0.2%	68
2026 Q1	$1.32M	Sell	19,287 -4,557	-19%	-$324K	0.26%	61
2025 Q4	$1.66M	Sell	23,844 -5,582	-19%	-$379K	0.35%	43
2025 Q3	$1.98M	Buy	29,426 +1,625	+6%	+$105K	0.43%	34
2025 Q2	$1.74M	Buy	27,801 +1,877	+7%	+$110K	0.44%	25
2025 Q1	$1.52M	Buy	25,924 +645	+3%	+$39.2K	0.43%	25
2024 Q4	$1.49M	Sell	25,279 -40	-0.2%	-$2.44K	0.44%	29
2024 Q3	$1.5M	Buy	25,319 +309	+1%	+$17.6K	0.5%	28
2024 Q2	$1.37M	Buy	25,010 +1,847	+8%	+$101K	0.51%	29
2024 Q1	$1.3M	Sell	23,163 -680	-3%	-$35.7K	0.55%	32
2023 Q4	$1.23M	Buy	23,843 +20	+0.1%	+$945	0.61%	28
2023 Q3	$1.09M	Buy	23,823 +607	+3%	+$29K	0.68%	30
2023 Q2	$1.09M	Buy	23,216 +651	+3%	+$29.4K	0.73%	29
2023 Q1	$1.01M	Sell	22,565 -1,004	-4%	-$46.1K	0.78%	30
2022 Q4	$1.04M	Buy	+23,569	New	+$1.03M	0.99%	30

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

Whitaker-Myers Wealth Managers's RDVY Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 23% in Q2 2026, selling an estimated $330K and leaving 14,905 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #68.

Whitaker-Myers Wealth Managers first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q3 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Whitaker-Myers Wealth Managers held 14,905 shares of First Trust Rising Dividend Achievers ETF worth $1.21M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 4,382 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $330K.
First Trust Rising Dividend Achievers ETF made up 0.2% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #68 holding.
Whitaker-Myers Wealth Managers first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's First Trust Rising Dividend Achievers ETF position peaked at $1.98M in Q3 2025.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.