AWG
RDVY icon

Altus Wealth Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Altus Wealth Group’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 		$1.22M Sell
15,100
-7,151
-32% -$538K 0.44% 39
2026
Q1 		$1.52M Sell
22,251
-469
-2% -$33.4K 0.62% 33
2025
Q4 		$1.58M Buy
22,720
+208
+0.9% +$14.1K 0.63% 31
2025
Q3 		$1.51M Buy
22,512
+906
+4% +$58.8K 0.62% 32
2025
Q2 		$1.36M Buy
21,606
+337
+2% +$19.8K 0.6% 35
2025
Q1 		$1.25M Buy
21,269
+1,382
+7% +$84K 0.58% 36
2024
Q4 		$1.18M Buy
19,887
+16,055
+419% +$980K 0.52% 45
2024
Q3 		$227K Buy
+3,832
New +$218K 0.1% 127
2024
Q1 		– Sell
-16,486
Closed -$852K – 154
2023
Q4 		$852K Buy
16,486
+1,537
+10% +$72.6K 0.47% 53
2023
Q3 		$687K Buy
14,949
+630
+4% +$30.1K 0.44% 59
2023
Q2 		$674K Buy
14,319
+442
+3% +$20K 0.41% 61
2023
Q1 		$623K Buy
13,877
+797
+6% +$36.6K 0.42% 62
2022
Q4 		$574K Buy
13,080
+4,916
+60% +$215K 0.44% 62
2022
Q3 		$388K Hold
8,164
– – 0.39% 66
2022
Q2 		$388K Sell
8,164
-2,872
-26% -$130K 0.39% 66
2022
Q1 		$541K Buy
11,036
+1,395
+14% +$69.7K 0.44% 54
2021
Q4 		$499K Buy
9,641
+1,477
+18% +$74.5K 0.41% 57
2021
Q3 		$388K Buy
8,164
+1,566
+24% +$75.9K 0.39% 66
2021
Q2 		$317K Buy
+6,598
New +$316K 0.31% 74
2021
Q1 		– Sell
-375
Closed -$15K – 646
2020
Q4 		$15K Buy
+375
New +$13.6K 0.01% 437

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
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
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Altus Wealth Group's RDVY Position: Q2 2026 in Review

Altus Wealth Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 32% in Q2 2026, selling an estimated $538K and leaving 15,100 shares worth $1.22M. The position accounts for 0.44% of the portfolio, ranked #39.

Altus Wealth Group first reported a position in RDVY in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.58M in Q4 2025. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Altus Wealth Group held 15,100 shares of First Trust Rising Dividend Achievers ETF worth $1.22M as of Q2 2026.
  • Altus Wealth Group sold 7,151 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $538K.
  • First Trust Rising Dividend Achievers ETF made up 0.44% of Altus Wealth Group's portfolio in Q2 2026, its #39 holding.
  • Altus Wealth Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 20 quarters since.
  • Altus Wealth Group's First Trust Rising Dividend Achievers ETF position peaked at $1.58M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.