Acorn Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Acorn Wealth Advisors’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	$573K	Buy	7,068 +1,587	+29%	+$119K	0.14%	141
2026 Q1	$374K	Hold	5,481	–	–	0.11%	172
2025 Q4	$381K	Buy	5,481 +197	+4%	+$13.4K	0.11%	169
2025 Q3	$355K	Buy	5,284 +1,636	+45%	+$106K	0.11%	184
2025 Q2	$229K	Buy	+3,648	New	+$215K	0.09%	219
2024 Q4	–	Sell	-3,789	Closed	-$224K	–	242
2024 Q3	$224K	Sell	3,789 -866	-19%	-$49.2K	0.1%	206
2024 Q2	$255K	Buy	+4,655	New	+$254K	0.13%	169

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

Acorn Wealth Advisors's RDVY Position: Q2 2026 in Review

Acorn Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 29% in Q2 2026, buying an estimated $119K and bringing the position to 7,068 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #141.

Acorn Wealth Advisors first reported a position in RDVY in Q2 2024 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Acorn Wealth Advisors held 7,068 shares of First Trust Rising Dividend Achievers ETF worth $573K as of Q2 2026.
Acorn Wealth Advisors bought 1,587 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $119K.
First Trust Rising Dividend Achievers ETF made up 0.14% of Acorn Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Acorn Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 7 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.