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Aurora Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Aurora Private Wealth’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 		$1.76M Buy
21,691
+1,654
+8% +$124K 1.12% 21
2026
Q1 		$1.39M Sell
20,037
-5,014
-20% -$357K 0.99% 26
2025
Q4 		$1.73M Buy
+25,051
New +$1.7M 1.14% 22
2025
Q2 		$1.32M Sell
20,991
-2,141
-9% -$126K 0.97% 25
2025
Q1 		$1.35M Buy
23,132
+801
+4% +$48.7K 1.08% 21
2024
Q4 		$1.32M Buy
22,331
+4,059
+22% +$248K 0.99% 25
2024
Q3 		$1.08M Buy
18,272
+221
+1% +$12.6K 0.85% 30
2024
Q2 		$988K Sell
18,051
-353
-2% -$19.3K 0.86% 31
2024
Q1 		$1.03M Buy
18,404
+384
+2% +$20.1K 0.89% 30
2023
Q4 		$931K Buy
18,020
+62
+0.3% +$2.93K 0.88% 29
2023
Q3 		$825K Buy
17,958
+111
+0.6% +$5.31K 0.91% 30
2023
Q2 		$841K Sell
17,847
-1,242
-7% -$56.2K 0.96% 31
2023
Q1 		$857K Buy
19,089
+59
+0.3% +$2.71K 0.91% 31
2022
Q4 		$836K Sell
19,030
-953
-5% -$41.7K 0.96% 28
2022
Q3 		$777K Sell
19,983
-431
-2% -$18.5K 0.36% 45
2022
Q2 		$835K Buy
20,414
+246
+1% +$11.2K 0.38% 49
2022
Q1 		$988K Buy
20,168
+875
+5% +$43.7K 0.41% 49
2021
Q4 		$999K Buy
19,293
+3,115
+19% +$157K 0.43% 45
2021
Q3 		$768K Buy
16,178
+4,594
+40% +$223K 0.31% 65
2021
Q2 		$556K Buy
+11,584
New +$555K 0.22% 96

Other funds holding RDVY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aurora Private Wealth's RDVY Position: Q2 2026 in Review

Aurora Private Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.3% in Q2 2026, buying an estimated $124K and bringing the position to 21,691 shares worth $1.76M. The position accounts for 1.12% of the portfolio, ranked #21.

Aurora Private Wealth first reported a position in RDVY in Q2 2021 and has held it in 20 quarters since. 316 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Aurora Private Wealth held 21,691 shares of First Trust Rising Dividend Achievers ETF worth $1.76M as of Q2 2026.
  • Aurora Private Wealth bought 1,654 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $124K.
  • First Trust Rising Dividend Achievers ETF made up 1.12% of Aurora Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Aurora Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
  • 316 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.