AWM
RDVY icon

Accel Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Accel Wealth Management’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 		$10.3M Buy
126,515
+11,868
+10% +$893K 2.31% 6
2026
Q1 		$7.83M Buy
114,647
+16,343
+17% +$1.16M 2.04% 6
2025
Q4 		$6.83M Buy
98,304
+10,020
+11% +$681K 1.87% 9
2025
Q3 		$5.94M Buy
88,284
+26,625
+43% +$1.73M 1.73% 12
2025
Q2 		$3.87M Buy
61,659
+2,036
+3% +$120K 1.29% 14
2025
Q1 		$3.49M Buy
59,623
+10,716
+22% +$651K 1.26% 15
2024
Q4 		$2.89M Buy
48,907
+3,362
+7% +$205K 1.1% 17
2024
Q3 		$2.7M Buy
45,545
+1,301
+3% +$74K 1% 21
2024
Q2 		$2.42M Buy
44,244
+1,881
+4% +$103K 0.97% 26
2024
Q1 		$2.38M Buy
42,363
+2,773
+7% +$145K 1.01% 24
2023
Q4 		$2.05M Buy
39,590
+80
+0.2% +$3.78K 1.03% 25
2023
Q3 		$1.82M Buy
39,510
+4
+0% +$191 1.01% 26
2023
Q2 		$1.86M Sell
39,506
-62
-0.2% -$2.8K 1.02% 25
2023
Q1 		$1.78M Sell
39,568
-1,724
-4% -$79.2K 0.73% 31
2022
Q4 		$1.81M Sell
41,292
-3,901
-9% -$171K 0.87% 30
2022
Q3 		$1.88M Buy
45,193
+201
+0.4% +$8.64K 1.01% 23
2022
Q2 		$1.88M Buy
44,992
+1,755
+4% +$79.6K 1.08% 22
2022
Q1 		$2.11M Buy
43,237
+5,177
+14% +$259K 1.09% 22
2021
Q4 		$1.97M Buy
38,060
+12,832
+51% +$647K 0.97% 28
2021
Q3 		$1.2M Buy
25,228
+2,131
+9% +$103K 0.77% 38
2021
Q2 		$1.11M Buy
23,097
+15,476
+203% +$741K 0.74% 35
2021
Q1 		$347K Buy
7,621
+6,367
+508% +$272K 0.28% 73
2020
Q4 		$50K Buy
+1,254
New +$45.6K 0.05% 295

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Accel Wealth Management's RDVY Position: Q2 2026 in Review

Accel Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 10% in Q2 2026, buying an estimated $893K and bringing the position to 126,515 shares worth $10.3M. The position accounts for 2.31% of the portfolio, ranked #6.

Accel Wealth Management first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 268 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Accel Wealth Management held 126,515 shares of First Trust Rising Dividend Achievers ETF worth $10.3M as of Q2 2026.
  • Accel Wealth Management bought 11,868 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $893K.
  • First Trust Rising Dividend Achievers ETF made up 2.31% of Accel Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Accel Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • 268 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.