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

Ballew 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	$5.03M	Buy	62,732 +8,966	+17%	+$674K	2.6%	6
2026 Q1	$3.91M	Buy	53,766 +11,176	+26%	+$796K	2.2%	7
2025 Q4	$3.07M	Buy	42,590 +5,954	+16%	+$405K	1.73%	9
2025 Q3	$2.44M	Buy	36,636 +27,094	+284%	+$1.76M	1.36%	15
2025 Q2	$609K	Buy	9,542 +2,029	+27%	+$119K	0.36%	64
2025 Q1	$413K	Buy	+7,513	New	+$457K	0.28%	72

Other funds holding RDVY

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

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

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

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

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

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return