Wiser Advisor Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wiser Advisor Group’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	$75K	Buy	925 +2	+0.2%	+$150	0.08%	74
2026 Q1	$63K	Buy	923 +3	+0.3%	+$214	0.08%	83
2025 Q4	$63.9K	Buy	920 +2	+0.2%	+$136	0.07%	81
2025 Q3	$61.7K	Buy	+918	New	+$59.6K	0.08%	80
2025 Q2	–	Sell	-913	Closed	-$53.5K	–	205
2025 Q1	$53.5K	Buy	913 +4	+0.4%	+$243	0.08%	92
2024 Q4	$53.8K	Buy	909 +4	+0.4%	+$244	0.08%	94
2024 Q3	$53.6K	Buy	905 +3	+0.3%	+$171	0.08%	93
2024 Q2	$49.4K	Buy	902 +178	+25%	+$9.73K	0.08%	94
2024 Q1	$40.7K	Buy	724 +7	+1%	+$367	0.06%	106
2023 Q4	$37K	Buy	+717	New	+$33.9K	0.06%	111

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

Wiser Advisor Group's RDVY Position: Q2 2026 in Review

Wiser Advisor Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.22% in Q2 2026, buying an estimated $150 and bringing the position to 925 shares worth $75K. The position accounts for 0.08% of the portfolio, ranked #74.

Wiser Advisor Group first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Wiser Advisor Group held 925 shares of First Trust Rising Dividend Achievers ETF worth $75K as of Q2 2026.
Wiser Advisor Group bought 2 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $150.
First Trust Rising Dividend Achievers ETF made up 0.08% of Wiser Advisor Group's portfolio in Q2 2026, its #74 holding.
Wiser Advisor Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.