American Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

American Financial 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	$2.22M	Sell	27,399 -271	-1%	-$20.4K	0.27%	43
2026 Q1	$1.89M	Buy	27,670 +273	+1%	+$19.4K	0.25%	43
2025 Q4	$1.9M	Sell	27,397 -850	-3%	-$57.8K	0.25%	43
2025 Q3	$1.9M	Buy	28,247 +1,914	+7%	+$124K	0.24%	45
2025 Q2	$1.65M	Sell	26,333 -279	-1%	-$16.4K	0.23%	48
2025 Q1	$1.56M	Buy	26,612 +630	+2%	+$38.3K	0.23%	47
2024 Q4	$1.54M	Sell	25,982 -152	-0.6%	-$9.27K	0.22%	50
2024 Q3	$1.55M	Buy	26,134 +147	+0.6%	+$8.36K	0.21%	49
2024 Q2	$1.42M	Buy	25,987 +149	+0.6%	+$8.15K	0.2%	51
2024 Q1	$1.45M	Buy	25,838 +45	+0.2%	+$2.36K	0.2%	51
2023 Q4	$1.33M	Sell	25,793 -2,151	-8%	-$102K	0.2%	48
2023 Q3	$1.28M	Sell	27,944 -2,181	-7%	-$104K	0.2%	51
2023 Q2	$1.42M	Buy	30,125 +1,037	+4%	+$46.9K	0.22%	49
2023 Q1	$1.31M	Buy	29,088 +404	+1%	+$18.6K	0.21%	50
2022 Q4	$1.26M	Buy	28,684 +132	+0.5%	+$5.77K	0.21%	49
2022 Q3	$1.11M	Buy	+28,552	New	+$1.23M	0.19%	49
2022 Q2	–	Sell	-27,823	Closed	-$1.36M	–	126
2022 Q1	$1.36M	Buy	27,823 +1,232	+5%	+$61.5K	0.19%	50
2021 Q4	$1.38M	Buy	26,591 +4,990	+23%	+$252K	0.18%	49
2021 Q3	$1.02M	Buy	21,601 +2,784	+15%	+$135K	0.14%	59
2021 Q2	$904K	Buy	+18,817	New	+$901K	0.12%	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

American Financial Advisors's RDVY Position: Q2 2026 in Review

American Financial Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.98% in Q2 2026, selling an estimated $20.4K and leaving 27,399 shares worth $2.22M. The position accounts for 0.27% of the portfolio, ranked #43.

American Financial Advisors first reported a position in RDVY in Q2 2021 and has held it in 20 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

American Financial Advisors held 27,399 shares of First Trust Rising Dividend Achievers ETF worth $2.22M as of Q2 2026.
American Financial Advisors sold 271 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $20.4K.
First Trust Rising Dividend Achievers ETF made up 0.27% of American Financial Advisors's portfolio in Q2 2026, its #43 holding.
American Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.