AFG Fiduciary Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

AFG Fiduciary Services’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	$1.55M	Sell	19,317 -55	-0.3%	-$4.14K	1.21%	21
2026 Q1	$1.35M	Buy	19,372 +15,070	+350%	+$1.07M	0.79%	28
2025 Q4	$302K	Sell	4,302 -57	-1%	-$3.87K	0.18%	71
2025 Q3	$293K	Hold	4,359	–	–	0.17%	73
2025 Q2	$276K	Buy	4,359 +133	+3%	+$7.82K	0.18%	70
2025 Q1	$237K	Buy	+4,226	New	+$257K	0.17%	65
2022 Q3	–	Sell	-72,877	Closed	-$2.98M	–	87
2022 Q2	$2.98M	Buy	72,877 +9,424	+15%	+$427K	2.59%	10
2022 Q1	$3.11M	Buy	+63,453	New	+$3.17M	2.19%	11

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AFG Fiduciary Services's RDVY Position: Q2 2026 in Review

AFG Fiduciary Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.28% in Q2 2026, selling an estimated $4.14K and leaving 19,317 shares worth $1.55M. The position accounts for 1.21% of the portfolio, ranked #21.

AFG Fiduciary Services first reported a position in RDVY in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.11M in Q1 2022. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

AFG Fiduciary Services held 19,317 shares of First Trust Rising Dividend Achievers ETF worth $1.55M as of Q2 2026.
AFG Fiduciary Services sold 55 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.14K.
First Trust Rising Dividend Achievers ETF made up 1.21% of AFG Fiduciary Services's portfolio in Q2 2026, its #21 holding.
AFG Fiduciary Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 8 quarters since.
AFG Fiduciary Services's First Trust Rising Dividend Achievers ETF position peaked at $3.11M in Q1 2022.
275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.