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Crumly & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Crumly & Associates’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 		$26.2M Buy
322,777
+16,867
+6% +$1.27M 5.01% 2
2026
Q1 		$20.9M Sell
305,910
-32,860
-10% -$2.34M 4.39% 3
2025
Q4 		$23.5M Sell
338,770
-26,524
-7% -$1.8M 4.94% 2
2025
Q3 		$24.6M Buy
365,294
+15,316
+4% +$994K 5.37% 2
2025
Q2 		$22M Buy
349,978
+8,227
+2% +$484K 5.34% 2
2025
Q1 		$20M Buy
341,751
+7,811
+2% +$475K 5.52% 2
2024
Q4 		$19.7M Buy
333,940
+21,765
+7% +$1.33M 5.38% 1
2024
Q3 		$18.5M Sell
312,175
-27,438
-8% -$1.56M 5.11% 1
2024
Q2 		$18.6M Sell
339,613
-819
-0.2% -$44.8K 5.35% 1
2024
Q1 		$19.1M Buy
340,432
+194,383
+133% +$10.2M 5.03% 2
2023
Q4 		$7.55M Buy
146,049
+92,955
+175% +$4.39M 2.2% 19
2023
Q3 		$2.44M Sell
53,094
-423
-0.8% -$20.2K 0.96% 38
2023
Q2 		$2.52M Sell
53,517
-60,196
-53% -$2.72M 1.01% 33
2023
Q1 		$5.1M Sell
113,713
-10,834
-9% -$498K 2.22% 16
2022
Q4 		$5.47M Sell
124,547
-95,305
-43% -$4.17M 2.06% 16
2022
Q3 		$8.55M Buy
219,852
+9,941
+5% +$427K 3.53% 10
2022
Q2 		$8.59M Sell
209,911
-5,515
-3% -$250K 3.57% 11
2022
Q1 		$10.6M Buy
215,426
+15,107
+8% +$754K 3.96% 6
2021
Q4 		$10.1M Buy
200,319
+36,041
+22% +$1.82M 4% 9
2021
Q3 		$7.8M Buy
164,278
+6,128
+4% +$297K 3.62% 7
2021
Q2 		$7.6M Buy
158,150
+22,401
+17% +$1.07M 3.68% 9
2021
Q1 		$6.17M Buy
135,749
+22,549
+20% +$962K 3.61% 10
2020
Q4 		$4.64M Buy
+113,200
New +$4.12M 3.26% 12

Other funds holding RDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Crumly & Associates's RDVY Position: Q2 2026 in Review

Crumly & Associates increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.5% in Q2 2026, buying an estimated $1.27M and bringing the position to 322,777 shares worth $26.2M. The position accounts for 5.01% of the portfolio, ranked #2.

Crumly & Associates first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 390 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Crumly & Associates held 322,777 shares of First Trust Rising Dividend Achievers ETF worth $26.2M as of Q2 2026.
  • Crumly & Associates bought 16,867 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.27M.
  • First Trust Rising Dividend Achievers ETF made up 5.01% of Crumly & Associates's portfolio in Q2 2026, its #2 holding.
  • Crumly & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • 390 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.