Arvest Investments’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Arvest Investments’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	$7.92M	Buy	97,757 +5,709	+6%	+$429K	0.96%	32
2026 Q1	$6.29M	Buy	92,048 +2,083	+2%	+$148K	0.86%	33
2025 Q4	$6.25M	Buy	89,965 +6,478	+8%	+$440K	0.88%	34
2025 Q3	$5.62M	Buy	83,487 +1,181	+1%	+$76.6K	0.81%	35
2025 Q2	$5.16M	Buy	82,306 +13,798	+20%	+$811K	0.78%	32
2025 Q1	$4.01M	Buy	68,508 +15,756	+30%	+$958K	0.63%	38
2024 Q4	$3.12M	Buy	52,752 +1,066	+2%	+$65K	0.5%	42
2024 Q3	$3.06M	Buy	51,686 +5,671	+12%	+$323K	0.46%	47
2024 Q2	$2.52M	Buy	+46,015	New	+$2.52M	0.4%	50

Other funds holding RDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Arvest Investments's RDVY Position: Q2 2026 in Review

Arvest Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.2% in Q2 2026, buying an estimated $429K and bringing the position to 97,757 shares worth $7.92M. The position accounts for 0.96% of the portfolio, ranked #32.

Arvest Investments first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Arvest Investments held 97,757 shares of First Trust Rising Dividend Achievers ETF worth $7.92M as of Q2 2026.
Arvest Investments bought 5,709 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $429K.
First Trust Rising Dividend Achievers ETF made up 0.96% of Arvest Investments's portfolio in Q2 2026, its #32 holding.
Arvest Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.