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RDVY icon

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

Centaurus Financial’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 		$3.22M Buy
39,688
+16,551
+72% +$1.24M 0.12% 178
2026
Q1 		$1.58M Buy
23,137
+15,098
+188% +$1.07M 0.08% 247
2025
Q4 		$558K Buy
8,039
+857
+12% +$58.3K 0.03% 508
2025
Q3 		$483K Sell
7,182
-2,583
-26% -$168K 0.02% 535
2025
Q2 		$613K Buy
9,765
+2,031
+26% +$119K 0.04% 410
2025
Q1 		$453K Buy
7,734
+4,763
+160% +$290K 0.03% 478
2024
Q4 		$176K Sell
2,971
-3,180
-52% -$194K 0.01% 688
2024
Q3 		$364K Sell
6,151
-1,403
-19% -$79.8K 0.02% 481
2024
Q2 		$414K Buy
7,554
+609
+9% +$33.3K 0.03% 431
2024
Q1 		$390K Sell
6,945
-3,813
-35% -$200K 0.03% 440
2023
Q4 		$556K Buy
10,758
+478
+5% +$22.6K 0.04% 341
2023
Q3 		$472K Sell
10,280
-1,053
-9% -$50.3K 0.04% 364
2023
Q2 		$534K Buy
11,333
+6,582
+139% +$298K 0.05% 343
2023
Q1 		$213K Sell
4,751
-499
-10% -$22.9K 0.02% 647
2022
Q4 		$231K Sell
5,250
-4,727
-47% -$207K 0.02% 566
2022
Q3 		$388K Buy
9,977
+612
+7% +$26.3K 0.04% 416
2022
Q2 		$383K Sell
9,365
-236
-2% -$10.7K 0.04% 427
2022
Q1 		$470K Sell
9,601
-6,186
-39% -$309K 0.04% 437
2021
Q4 		$818K Buy
15,787
+11,010
+230% +$555K 0.06% 316
2021
Q3 		$227K Buy
4,777
+1,686
+55% +$81.7K 0.02% 616
2021
Q2 		$148K Sell
3,091
-25,655
-89% -$1.23M 0.01% 749
2021
Q1 		$1.31M Buy
+28,746
New +$1.23M 0.13% 192
2020
Q1 		– Sell
-54,854
Closed -$1.97M – 622
2019
Q4 		$1.97M Buy
+54,854
New +$1.86M 0.28% 89
2018
Q3 		– Sell
-527
Closed -$16K – 1688
2018
Q2 		$16K Buy
+527
New +$15.9K ﹤0.01% 1375

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centaurus Financial's RDVY Position: Q2 2026 in Review

Centaurus Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 72% in Q2 2026, buying an estimated $1.24M and bringing the position to 39,688 shares worth $3.22M. The position accounts for 0.12% of the portfolio, ranked #178.

Centaurus Financial first reported a position in RDVY in Q2 2018 and has held it in 24 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Centaurus Financial held 39,688 shares of First Trust Rising Dividend Achievers ETF worth $3.22M as of Q2 2026.
  • Centaurus Financial bought 16,551 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.24M.
  • First Trust Rising Dividend Achievers ETF made up 0.12% of Centaurus Financial's portfolio in Q2 2026, its #178 holding.
  • Centaurus Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2018 and has held it in 24 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.