ABLE Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

ABLE Financial 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	$5.82M	Sell	71,858 -8,366	-10%	-$629K	0.98%	26
2026 Q1	$5.48M	Sell	80,224 -211,644	-73%	-$15.1M	1.07%	24
2025 Q4	$20.3M	Sell	291,868 -1,983	-0.7%	-$135K	4.12%	4
2025 Q3	$19.8M	Sell	293,851 -8,190	-3%	-$531K	4.28%	4
2025 Q2	$19M	Sell	302,041 -2,346	-0.8%	-$138K	4.57%	3
2025 Q1	$17.8M	Buy	304,387 +25,812	+9%	+$1.57M	5%	3
2024 Q4	$16.5M	Sell	278,575 -23,551	-8%	-$1.44M	4.87%	2
2024 Q3	$17.9M	Sell	302,126 -70,258	-19%	-$4M	5.53%	2
2024 Q2	$20.4M	Buy	372,384 +318	+0.1%	+$17.4K	7.37%	1
2024 Q1	$20.9M	Sell	372,066 -3,677	-1%	-$193K	8.21%	1
2023 Q4	$19.4M	Buy	375,743 +12,615	+3%	+$596K	8.39%	1
2023 Q3	$16.7M	Buy	363,128 +27,102	+8%	+$1.3M	8.34%	1
2023 Q2	$15.8M	Buy	336,026 +75,449	+29%	+$3.41M	8.19%	1
2023 Q1	$11.7M	Buy	+260,577	New	+$12M	7.62%	1

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

ABLE Financial Group's RDVY Position: Q2 2026 in Review

ABLE Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 10% in Q2 2026, selling an estimated $629K and leaving 71,858 shares worth $5.82M. The position accounts for 0.98% of the portfolio, ranked #26.

ABLE Financial Group first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.9M in Q1 2024. 816 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

ABLE Financial Group held 71,858 shares of First Trust Rising Dividend Achievers ETF worth $5.82M as of Q2 2026.
ABLE Financial Group sold 8,366 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $629K.
First Trust Rising Dividend Achievers ETF made up 0.98% of ABLE Financial Group's portfolio in Q2 2026, its #26 holding.
ABLE Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
ABLE Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $20.9M in Q1 2024.
816 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.