Alliance Wealth Advisors (Pennsylvania)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$789K	Hold	9,735	–	–	0.26%	59
2026 Q1	$665K	Buy	9,735 +1,087	+13%	+$77.4K	0.29%	53
2025 Q4	$601K	Buy	8,648 +640	+8%	+$43.5K	0.26%	60
2025 Q3	$539K	Sell	8,008 -932	-10%	-$60.5K	0.24%	67
2025 Q2	$561K	Sell	8,940 -810	-8%	-$47.6K	0.29%	60
2025 Q1	$571K	Sell	9,750 -46,332	-83%	-$2.82M	0.32%	55
2024 Q4	$3.32M	Buy	56,082 +1,402	+3%	+$85.5K	1.85%	10
2024 Q3	$3.24M	Buy	54,680 +1,813	+3%	+$103K	1.85%	10
2024 Q2	$2.89M	Buy	52,867 +267	+0.5%	+$14.6K	1.82%	12
2024 Q1	$2.95M	Buy	52,600 +3,289	+7%	+$173K	1.86%	11
2023 Q4	$2.55M	Buy	49,311 +3,228	+7%	+$153K	1.68%	13
2023 Q3	$2.12M	Buy	46,083 +2,313	+5%	+$111K	1.53%	15
2023 Q2	$2.06M	Buy	43,770 +490	+1%	+$22.2K	1.47%	17
2023 Q1	$1.94M	Buy	43,280 +870	+2%	+$40K	1.46%	16
2022 Q4	$1.86M	Buy	42,410 +1,105	+3%	+$48.3K	1.55%	19
2022 Q3	$1.61M	Buy	41,305 +1,742	+4%	+$74.9K	1.49%	18
2022 Q2	$1.62M	Buy	39,563 +1,799	+5%	+$81.6K	1.4%	19
2022 Q1	$1.85M	Buy	+37,764	New	+$1.89M	1.53%	18

Other funds holding RDVY

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Alliance Wealth Advisors (Pennsylvania)'s RDVY Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 9,735 shares worth $789K. The position accounts for 0.26% of the portfolio, ranked #59.

Alliance Wealth Advisors (Pennsylvania) first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.32M in Q4 2024. 339 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 9,735 shares of First Trust Rising Dividend Achievers ETF worth $789K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.26% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #59 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s First Trust Rising Dividend Achievers ETF position peaked at $3.32M in Q4 2024.
339 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.