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RDVY icon

Castleview Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Castleview Partners’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 		$600K Buy
7,405
+507
+7% +$38.1K 0.26% 88
2026
Q1 		$471K Buy
6,898
+189
+3% +$13.5K 0.24% 97
2025
Q4 		$466K Buy
6,709
+307
+5% +$20.9K 0.23% 100
2025
Q3 		$431K Sell
6,402
-1,499
-19% -$97.2K 0.23% 90
2025
Q2 		$496K Buy
7,901
+114
+1% +$6.7K 0.32% 76
2025
Q1 		$456K Sell
7,787
-43
-0.5% -$2.61K 0.31% 83
2024
Q4 		$462K Sell
7,830
-1,322
-14% -$80.7K 0.25% 98
2024
Q3 		$542K Buy
9,152
+507
+6% +$28.8K 0.31% 75
2024
Q2 		$473K Buy
8,645
+598
+7% +$32.7K 0.27% 89
2024
Q1 		$452K Buy
8,047
+294
+4% +$15.4K 0.25% 90
2023
Q4 		$401K Buy
7,753
+50
+0.6% +$2.36K 0.28% 79
2023
Q3 		$354K Buy
7,703
+481
+7% +$23K 0.33% 68
2023
Q2 		$340K Sell
7,222
-17
-0.2% -$769 0.31% 73
2023
Q1 		$325K Buy
7,239
+291
+4% +$13.4K 0.29% 85
2022
Q4 		$305K Buy
6,948
+737
+12% +$32.2K 0.3% 80
2022
Q3 		$241K Sell
6,211
-2,476
-29% -$106K 0.23% 94
2022
Q2 		$232K Buy
8,687
+2,824
+48% +$128K 0.18% 121
2022
Q1 		$287K Buy
+5,863
New +$293K 0.18% 120

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
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
RA
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Castleview Partners's RDVY Position: Q2 2026 in Review

Castleview Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.3% in Q2 2026, buying an estimated $38.1K and bringing the position to 7,405 shares worth $600K. The position accounts for 0.26% of the portfolio, ranked #88.

Castleview Partners first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 150 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Castleview Partners held 7,405 shares of First Trust Rising Dividend Achievers ETF worth $600K as of Q2 2026.
  • Castleview Partners bought 507 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $38.1K.
  • First Trust Rising Dividend Achievers ETF made up 0.26% of Castleview Partners's portfolio in Q2 2026, its #88 holding.
  • Castleview Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 150 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.