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

Cresta 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	$300K	Hold	3,700	–	–	0.11%	53
2026 Q1	$253K	Sell	3,700 -255	-6%	-$18.2K	0.1%	49
2025 Q4	$275K	Buy	3,955 +255	+7%	+$17.3K	0.12%	49
2025 Q3	$249K	Hold	3,700	–	–	0.11%	46
2025 Q2	$232K	Hold	3,700	–	–	0.11%	45
2025 Q1	$217K	Hold	3,700	–	–	0.11%	47
2024 Q4	$219K	Hold	3,700	–	–	0.11%	48
2024 Q3	$219K	Hold	3,700	–	–	0.11%	48
2024 Q2	$203K	Buy	+3,700	New	+$202K	0.12%	44

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

Cresta Advisors's RDVY Position: Q2 2026 in Review

Cresta Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 3,700 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #53.

Cresta Advisors first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cresta Advisors held 3,700 shares of First Trust Rising Dividend Achievers ETF worth $300K as of Q2 2026.
Cresta Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.11% of Cresta Advisors's portfolio in Q2 2026, its #53 holding.
Cresta Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.