Concurrent Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Concurrent Investment Advisors’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	$28.1M	Buy	346,073 +8,592	+3%	+$646K	0.24%	77
2026 Q1	$23M	Buy	337,481 +9,148	+3%	+$651K	0.25%	83
2025 Q4	$22.8M	Buy	328,333 +56,175	+21%	+$3.82M	0.26%	75
2025 Q3	$18.3M	Sell	272,158 -2,684	-1%	-$174K	0.31%	63
2025 Q2	$17.2M	Buy	274,842 +58,391	+27%	+$3.43M	0.33%	60
2025 Q1	$12.7M	Buy	216,451 +17,193	+9%	+$1.05M	0.31%	67
2024 Q4	$11.8M	Buy	199,258 +4,738	+2%	+$289K	0.32%	69
2024 Q3	$11.5M	Buy	194,520 +2,797	+1%	+$159K	0.34%	70
2024 Q2	$10.5M	Sell	191,723 -11,482	-6%	-$628K	0.34%	66
2024 Q1	$11.4M	Buy	203,205 +31,672	+18%	+$1.66M	0.46%	50
2023 Q4	$8.86M	Buy	+171,533	New	+$8.11M	0.42%	55

Other funds holding RDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Concurrent Investment Advisors's RDVY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.5% in Q2 2026, buying an estimated $646K and bringing the position to 346,073 shares worth $28.1M. The position accounts for 0.24% of the portfolio, ranked #77.

Concurrent Investment Advisors first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 364 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Concurrent Investment Advisors held 346,073 shares of First Trust Rising Dividend Achievers ETF worth $28.1M as of Q2 2026.
Concurrent Investment Advisors bought 8,592 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $646K.
First Trust Rising Dividend Achievers ETF made up 0.24% of Concurrent Investment Advisors's portfolio in Q2 2026, its #77 holding.
Concurrent Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
364 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.