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

Cahill Financial 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	$1.59M	Buy	19,654 +2,470	+14%	+$186K	0.15%	107
2026 Q1	$1.17M	Buy	17,184 +477	+3%	+$34K	0.13%	121
2025 Q4	$1.16M	Buy	16,707 +379	+2%	+$25.8K	0.13%	113
2025 Q3	$1.1M	Buy	16,328 +875	+6%	+$56.8K	0.13%	118
2025 Q2	$970K	Buy	15,453 +397	+3%	+$23.3K	0.12%	122
2025 Q1	$881K	Buy	15,056 +568	+4%	+$34.5K	0.12%	127
2024 Q4	$857K	Buy	+14,488	New	+$884K	0.12%	130

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cahill Financial Advisors's RDVY Position: Q2 2026 in Review

Cahill Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 14% in Q2 2026, buying an estimated $186K and bringing the position to 19,654 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #107.

Cahill Financial Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cahill Financial Advisors held 19,654 shares of First Trust Rising Dividend Achievers ETF worth $1.59M as of Q2 2026.
Cahill Financial Advisors bought 2,470 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $186K.
First Trust Rising Dividend Achievers ETF made up 0.15% of Cahill Financial Advisors's portfolio in Q2 2026, its #107 holding.
Cahill Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
632 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.