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Boyer Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Boyer Financial Services’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 		$1.79M Sell
22,398
-266
-1% -$20K 1.52% 21
2026
Q1 		$1.55M Buy
22,664
+4,632
+26% +$330K 1.64% 18
2025
Q4 		$1.26M Buy
+18,032
New +$1.23M 1.34% 19

Other funds holding RDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Boyer Financial Services's RDVY Position: Q2 2026 in Review

Boyer Financial Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.2% in Q2 2026, selling an estimated $20K and leaving 22,398 shares worth $1.79M. The position accounts for 1.52% of the portfolio, ranked #21.

Boyer Financial Services first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Boyer Financial Services held 22,398 shares of First Trust Rising Dividend Achievers ETF worth $1.79M as of Q2 2026.
  • Boyer Financial Services sold 266 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $20K.
  • First Trust Rising Dividend Achievers ETF made up 1.52% of Boyer Financial Services's portfolio in Q2 2026, its #21 holding.
  • Boyer Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.