B. Riley Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

B. Riley Wealth 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	$1.39M	Buy	17,231 +634	+4%	+$47.7K	0.07%	234
2026 Q1	$1.1M	Buy	16,597 +1,998	+14%	+$142K	0.07%	267
2025 Q4	$1.01M	Buy	14,599 +6,965	+91%	+$473K	0.05%	340
2025 Q3	$513K	Sell	7,634 -1,363	-15%	-$88.4K	0.02%	516
2025 Q2	$564K	Buy	+8,997	New	+$529K	0.03%	490
2024 Q4	$2.38M	Buy	40,265 +444	+1%	+$27.1K	0.08%	249
2024 Q3	$2.35M	Sell	39,821 -6,027	-13%	-$343K	0.07%	282
2024 Q2	$2.51M	Buy	45,848 +2,326	+5%	+$127K	0.06%	293
2024 Q1	$2M	Sell	43,522 -1,726	-4%	-$90.5K	0.05%	354
2023 Q4	$2.34M	Buy	45,248 +1,726	+4%	+$81.6K	0.06%	321
2023 Q3	$2M	Buy	43,522 +359	+0.8%	+$17.2K	0.05%	354
2023 Q2	$2.03M	Sell	43,163 -18,177	-30%	-$822K	0.05%	368
2023 Q1	$2.75M	Sell	61,340 -1,235	-2%	-$56.7K	0.07%	267
2022 Q4	$2.75M	Sell	62,575 -3,199	-5%	-$140K	0.08%	263
2022 Q3	$2.56M	Buy	65,774 +20,731	+46%	+$891K	0.08%	256
2022 Q2	$1.84M	Sell	45,043 -1,404	-3%	-$63.7K	0.08%	266
2022 Q1	$2.28M	Buy	46,447 +12,332	+36%	+$616K	0.07%	272
2021 Q4	$1.77M	Buy	34,115 +18,403	+117%	+$928K	0.05%	383
2021 Q3	$746K	Buy	15,712 +3,199	+26%	+$155K	0.02%	621
2021 Q2	$602K	Buy	12,513 +1,509	+14%	+$72.3K	0.02%	680
2021 Q1	$501K	Buy	+11,004	New	+$469K	0.02%	729

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

B. Riley Wealth Advisors's RDVY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.8% in Q2 2026, buying an estimated $47.7K and bringing the position to 17,231 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #234.

B. Riley Wealth Advisors first reported a position in RDVY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.75M in Q1 2023. 202 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

B. Riley Wealth Advisors held 17,231 shares of First Trust Rising Dividend Achievers ETF worth $1.39M as of Q2 2026.
B. Riley Wealth Advisors bought 634 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $47.7K.
First Trust Rising Dividend Achievers ETF made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #234 holding.
B. Riley Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 21 quarters since.
B. Riley Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $2.75M in Q1 2023.
202 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.