CFCI
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Comprehensive Financial Consultants Institutional’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.29M Buy
15,932
+351
+2% +$26.4K 0.34% 95
2026
Q1 		$1.06M Sell
15,581
-155
-1% -$11K 0.32% 100
2025
Q4 		$1.09M Buy
15,736
+830
+6% +$56.4K 0.33% 97
2025
Q3 		$1M Buy
14,906
+830
+6% +$53.8K 0.31% 101
2025
Q2 		$883K Sell
14,076
-218
-2% -$12.8K 0.29% 100
2025
Q1 		$837K Buy
14,294
+452
+3% +$27.5K 0.3% 101
2024
Q4 		$819K Sell
13,842
-206
-1% -$12.6K 0.3% 99
2024
Q3 		$832K Sell
14,048
-759
-5% -$43.2K 0.3% 99
2024
Q2 		$811K Sell
14,807
-246
-2% -$13.4K 0.32% 96
2024
Q1 		$846K Sell
15,053
-443
-3% -$23.2K 0.35% 92
2023
Q4 		$801K Buy
15,496
+300
+2% +$14.2K 0.37% 92
2023
Q3 		$698K Sell
15,196
-119
-0.8% -$5.69K 0.37% 91
2023
Q2 		$740K Sell
15,315
-3,732
-20% -$169K 0.39% 91
2023
Q1 		$855K Sell
19,047
-811
-4% -$37.3K 0.48% 82
2022
Q4 		$923K Sell
19,858
-16
-0.1% -$700 0.56% 68
2022
Q3 		$804K Buy
19,874
+1,536
+8% +$66K 0.53% 71
2022
Q2 		$757K Sell
18,338
-706
-4% -$32K 0.54% 75
2022
Q1 		$877K Buy
19,044
+394
+2% +$19.7K 0.61% 65
2021
Q4 		$924K Buy
+18,650
New +$941K 0.59% 61

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

Comprehensive Financial Consultants Institutional's RDVY Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.3% in Q2 2026, buying an estimated $26.4K and bringing the position to 15,932 shares worth $1.29M. The position accounts for 0.34% of the portfolio, ranked #95.

Comprehensive Financial Consultants Institutional first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 153 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 15,932 shares of First Trust Rising Dividend Achievers ETF worth $1.29M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 351 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $26.4K.
  • First Trust Rising Dividend Achievers ETF made up 0.34% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #95 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 153 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.