Aspire Capital Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Aspire Capital 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	$432K	Buy	5,332 +14	+0.3%	+$1.05K	0.08%	94
2026 Q1	$363K	Sell	5,318 -1,416	-21%	-$101K	0.08%	84
2025 Q4	$468K	Buy	6,734 +217	+3%	+$14.8K	0.11%	73
2025 Q3	$438K	Buy	6,517 +424	+7%	+$27.5K	0.11%	71
2025 Q2	$382K	Sell	6,093 -3,914	-39%	-$230K	0.11%	74
2025 Q1	$586K	Sell	10,007 -203,869	-95%	-$12.4M	0.17%	53
2024 Q4	$12.6M	Buy	213,876 +7,558	+4%	+$461K	3.62%	8
2024 Q3	$12.2M	Buy	206,318 +4,321	+2%	+$246K	3.64%	9
2024 Q2	$11.1M	Buy	201,997 +6,314	+3%	+$345K	3.62%	9
2024 Q1	$11M	Buy	195,683 +55,760	+40%	+$2.92M	3.7%	9
2023 Q4	$7.23M	Buy	139,923 +7,437	+6%	+$352K	2.93%	10
2023 Q3	$6.09M	Buy	132,486 +5,863	+5%	+$280K	2.77%	10
2023 Q2	$5.96M	Sell	126,623 -260	-0.2%	-$11.8K	2.9%	11
2023 Q1	$5.69M	Buy	126,883 +2,966	+2%	+$136K	2.99%	11
2022 Q4	$5.44M	Sell	123,917 -43	-0%	-$1.88K	3.1%	13
2022 Q3	$4.82M	Buy	123,960 +2,233	+2%	+$96K	3.82%	9
2022 Q2	$4.98M	Buy	121,727 +8,576	+8%	+$389K	3.78%	9
2022 Q1	$5.54M	Buy	+113,151	New	+$5.65M	5.27%	6

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

Aspire Capital Advisors's RDVY Position: Q2 2026 in Review

Aspire Capital Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.26% in Q2 2026, buying an estimated $1.05K and bringing the position to 5,332 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #94.

Aspire Capital Advisors first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.6M in Q4 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Aspire Capital Advisors held 5,332 shares of First Trust Rising Dividend Achievers ETF worth $432K as of Q2 2026.
Aspire Capital Advisors bought 14 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.05K.
First Trust Rising Dividend Achievers ETF made up 0.08% of Aspire Capital Advisors's portfolio in Q2 2026, its #94 holding.
Aspire Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
Aspire Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $12.6M in Q4 2024.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.