Centerpoint Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Centerpoint Advisory Group’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	$2.48M	Sell	30,611 -385	-1%	-$29K	1.57%	22
2026 Q1	$2.12M	Sell	30,996 -850	-3%	-$60.5K	1.59%	21
2025 Q4	$2.21M	Sell	31,846 -420	-1%	-$28.5K	1.7%	20
2025 Q3	$2.17M	Sell	32,266 -1,320	-4%	-$85.6K	1.69%	20
2025 Q2	$2.11M	Buy	33,586 +172	+0.5%	+$10.1K	1.83%	20
2025 Q1	$1.96M	Sell	33,414 -660	-2%	-$40.1K	1.92%	19
2024 Q4	$2.02M	Buy	+34,074	New	+$2.08M	1.95%	17

Other funds holding RDVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centerpoint Advisory Group's RDVY Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.2% in Q2 2026, selling an estimated $29K and leaving 30,611 shares worth $2.48M. The position accounts for 1.57% of the portfolio, ranked #22.

Centerpoint Advisory Group first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Centerpoint Advisory Group held 30,611 shares of First Trust Rising Dividend Achievers ETF worth $2.48M as of Q2 2026.
Centerpoint Advisory Group sold 385 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $29K.
First Trust Rising Dividend Achievers ETF made up 1.57% of Centerpoint Advisory Group's portfolio in Q2 2026, its #22 holding.
Centerpoint Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.