WPG Advisers’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

WPG Advisers’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	$2.34M	Buy	28,875 +6,321	+28%	+$475K	1.38%	16
2026 Q1	$1.54M	Buy	22,554 +6,695	+42%	+$477K	1.13%	18
2025 Q4	$1.1M	Buy	15,859 +14,963	+1,670%	+$1.02M	0.82%	20
2025 Q3	$60.3K	Buy	+896	New	+$58.1K	0.05%	248

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WPG Advisers's RDVY Position: Q2 2026 in Review

WPG Advisers increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 28% in Q2 2026, buying an estimated $475K and bringing the position to 28,875 shares worth $2.34M. The position accounts for 1.38% of the portfolio, ranked #16.

WPG Advisers first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

WPG Advisers held 28,875 shares of First Trust Rising Dividend Achievers ETF worth $2.34M as of Q2 2026.
WPG Advisers bought 6,321 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $475K.
First Trust Rising Dividend Achievers ETF made up 1.38% of WPG Advisers's portfolio in Q2 2026, its #16 holding.
WPG Advisers first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.