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

Atomi Financial 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	$341K	Buy	4,209 +145	+4%	+$10.9K	0.01%	962
2026 Q1	$278K	Buy	4,064 +485	+14%	+$34.5K	0.01%	996
2025 Q4	$249K	Buy	3,579 +18	+0.5%	+$1.22K	0.01%	1036
2025 Q3	$240K	Buy	3,561 +101	+3%	+$6.55K	0.01%	1019
2025 Q2	$217K	Buy	+3,460	New	+$203K	0.01%	1003
2025 Q1	–	Sell	-13,027	Closed	-$770K	–	1103
2024 Q4	$770K	Buy	13,027 +131	+1%	+$7.99K	0.04%	331
2024 Q3	$764K	Buy	12,896 +983	+8%	+$55.9K	0.05%	307
2024 Q2	$652K	Buy	11,913 +805	+7%	+$44K	0.05%	311
2024 Q1	$624K	Buy	+11,108	New	+$583K	0.06%	276
2023 Q4	–	Sell	-12,103	Closed	-$556K	–	619
2023 Q3	$556K	Buy	+12,103	New	+$579K	0.19%	136

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

Atomi Financial Group's RDVY Position: Q2 2026 in Review

Atomi Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,209 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #962.

Atomi Financial Group first reported a position in RDVY in Q3 2023 and has held it in 10 quarters since. The position peaked at $770K in Q4 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Atomi Financial Group held 4,209 shares of First Trust Rising Dividend Achievers ETF worth $341K as of Q2 2026.
Atomi Financial Group bought 145 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10.9K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #962 holding.
Atomi Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 10 quarters since.
Atomi Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $770K in Q4 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.