Certified Advisory Corp’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Certified Advisory Corp’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	$9.39M	Buy	115,835 +4,780	+4%	+$360K	0.76%	40
2026 Q1	$7.58M	Buy	111,055 +10,873	+11%	+$774K	0.68%	47
2025 Q4	$6.96M	Buy	100,182 +12,278	+14%	+$835K	0.63%	49
2025 Q3	$5.91M	Buy	87,904 +15,546	+21%	+$1.01M	0.56%	55
2025 Q2	$4.54M	Sell	72,358 -207	-0.3%	-$12.2K	0.47%	63
2025 Q1	$4.25M	Buy	72,565 +13,157	+22%	+$800K	0.48%	64
2024 Q4	$3.51M	Buy	59,408 +11,633	+24%	+$710K	0.38%	74
2024 Q3	$2.83M	Buy	47,775 +5,522	+13%	+$314K	0.31%	87
2024 Q2	$2.31M	Buy	42,253 +1,017	+2%	+$55.6K	0.29%	95
2024 Q1	$2.32M	Buy	41,236 +3,173	+8%	+$166K	0.32%	88
2023 Q4	$1.97M	Buy	38,063 +21,414	+129%	+$1.01M	0.3%	94
2023 Q3	$765K	Buy	16,649 +204	+1%	+$9.75K	0.14%	130
2023 Q2	$775K	Buy	16,445 +1,167	+8%	+$52.8K	0.14%	126
2023 Q1	$686K	Buy	15,278 +7,805	+104%	+$359K	0.12%	149
2022 Q4	$328K	Buy	+7,473	New	+$327K	0.06%	183
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	681
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	668
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	685
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	712
2019 Q2	$3K	Buy	+100	New	+$3.05K	﹤0.01%	729

Other funds holding RDVY

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Certified Advisory Corp's RDVY Position: Q2 2026 in Review

Certified Advisory Corp increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.3% in Q2 2026, buying an estimated $360K and bringing the position to 115,835 shares worth $9.39M. The position accounts for 0.76% of the portfolio, ranked #40.

Certified Advisory Corp first reported a position in RDVY in Q2 2019 and has held it in 20 quarters since. 287 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Certified Advisory Corp held 115,835 shares of First Trust Rising Dividend Achievers ETF worth $9.39M as of Q2 2026.
Certified Advisory Corp bought 4,780 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $360K.
First Trust Rising Dividend Achievers ETF made up 0.76% of Certified Advisory Corp's portfolio in Q2 2026, its #40 holding.
Certified Advisory Corp first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2019 and has held it in 20 quarters since.
287 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.