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

Apollon Financial’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	$3.43M	Sell	42,350 -52	-0.1%	-$3.91K	0.41%	65
2026 Q1	$2.9M	Buy	42,402 +1,234	+3%	+$87.8K	0.4%	66
2025 Q4	$2.86M	Buy	41,168 +1,630	+4%	+$111K	0.42%	63
2025 Q3	$2.66M	Buy	39,538 +14,200	+56%	+$921K	0.44%	57
2025 Q2	$1.59M	Buy	+25,338	New	+$1.49M	0.33%	68

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

Apollon Financial's RDVY Position: Q2 2026 in Review

Apollon Financial reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.12% in Q2 2026, selling an estimated $3.91K and leaving 42,350 shares worth $3.43M. The position accounts for 0.41% of the portfolio, ranked #65.

Apollon Financial first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Apollon Financial held 42,350 shares of First Trust Rising Dividend Achievers ETF worth $3.43M as of Q2 2026.
Apollon Financial sold 52 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.91K.
First Trust Rising Dividend Achievers ETF made up 0.41% of Apollon Financial's portfolio in Q2 2026, its #65 holding.
Apollon Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.