Advisory Alpha’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Advisory Alpha’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	$2.93M	Sell	36,103 -2,968	-8%	-$223K	0.07%	111
2026 Q1	$2.67M	Buy	39,071 +274	+0.7%	+$19.5K	0.07%	105
2025 Q4	$2.7M	Buy	38,797 +1,875	+5%	+$127K	0.07%	102
2025 Q3	$2.5M	Buy	36,922 +357	+1%	+$23.2K	0.07%	101
2025 Q2	$2.29M	Sell	36,565 -926	-2%	-$54.5K	0.07%	104
2025 Q1	$2.19M	Sell	37,491 -866	-2%	-$52.6K	0.07%	106
2024 Q4	$2.27M	Sell	38,357 -4,106	-10%	-$251K	0.08%	94
2024 Q3	$2.51M	Sell	42,463 -3,031	-7%	-$172K	0.09%	88
2024 Q2	$2.49M	Sell	45,494 -137,045	-75%	-$7.49M	0.1%	92
2024 Q1	$10.3M	Sell	182,539 -21,476	-11%	-$1.13M	0.42%	38
2023 Q4	$10.5M	Sell	204,015 -2,550	-1%	-$121K	0.48%	36
2023 Q3	$9.49M	Sell	206,565 -24,064	-10%	-$1.15M	0.49%	36
2023 Q2	$10.9M	Buy	230,629 +159,000	+222%	+$7.19M	0.56%	34
2023 Q1	$3.21M	Buy	+71,629	New	+$3.29M	0.2%	62

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

Advisory Alpha's RDVY Position: Q2 2026 in Review

Advisory Alpha reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.6% in Q2 2026, selling an estimated $223K and leaving 36,103 shares worth $2.93M. The position accounts for 0.07% of the portfolio, ranked #111.

Advisory Alpha first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.9M in Q2 2023. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Advisory Alpha held 36,103 shares of First Trust Rising Dividend Achievers ETF worth $2.93M as of Q2 2026.
Advisory Alpha sold 2,968 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $223K.
First Trust Rising Dividend Achievers ETF made up 0.07% of Advisory Alpha's portfolio in Q2 2026, its #111 holding.
Advisory Alpha first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
Advisory Alpha's First Trust Rising Dividend Achievers ETF position peaked at $10.9M in Q2 2023.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.