Avantra Family Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Avantra Family 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	$421K	Buy	5,192 +82	+2%	+$6.17K	0.27%	112
2026 Q1	$349K	Buy	5,110 +1,336	+35%	+$95.1K	0.26%	115
2025 Q4	$262K	Buy	3,774 +109	+3%	+$7.41K	0.19%	133
2025 Q3	$247K	Buy	3,665 +10	+0.3%	+$649	0.18%	143
2025 Q2	$229K	Sell	3,655 -1,399	-28%	-$82.3K	0.19%	125
2025 Q1	$296K	Buy	5,054 +991	+24%	+$60.2K	0.28%	114
2024 Q4	$240K	Buy	+4,063	New	+$248K	0.22%	131

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

Avantra Family Wealth's RDVY Position: Q2 2026 in Review

Avantra Family Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $6.17K and bringing the position to 5,192 shares worth $421K. The position accounts for 0.27% of the portfolio, ranked #112.

Avantra Family Wealth first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Avantra Family Wealth held 5,192 shares of First Trust Rising Dividend Achievers ETF worth $421K as of Q2 2026.
Avantra Family Wealth bought 82 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.17K.
First Trust Rising Dividend Achievers ETF made up 0.27% of Avantra Family Wealth's portfolio in Q2 2026, its #112 holding.
Avantra Family Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.