First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
MX ˙ BMV ˙ US33738R5063
SecurityMX:RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
InstitutionLiberty Square Wealth Partners Llc
Latest Disclosed Ownership860,676 shares
Latest Disclosed Value $ 69,766,389
Liberty Square Wealth Partners Llc reports 6.87% increase in ownership of RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF

On August 10, 2026 - Liberty Square Wealth Partners Llc filed a 13F-HR form disclosing ownership of 860,676 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (MX:RDVY) valued at $69,766,389 USD as of June 30, 2026. The entity filed a previous 13F-HR on May 7, 2026 disclosing 805,324 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF. This represents a change in shares of 6.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-08-10 2026-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 860,676 55,352 6.87 69,766 26.88 16.6164
2026-05-07 2026-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 805,324 69,304 9.42 54,987 7.54 15.3413
2026-02-11 2025-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 736,020 171,517 30.38 51,131 34.67 14.5836
2025-11-06 2025-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 564,503 147,022 35.22 37,968 44.96 11.7197
2025-07-29 2025-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 417,481 98,496 30.88 26,193 40.27 9.0490
2025-04-29 2025-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 318,985 44,990 16.42 18,673 8.80 7.1247
2025-02-24 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 273,995 273,995 17,163 6.2614
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.