Csenge Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Csenge Advisory Group’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	$86.5M	Buy	1,066,840 +18,746	+2%	+$1.41M	3.51%	5
2026 Q1	$71.6M	Buy	1,048,094 +42,741	+4%	+$3.04M	3.28%	6
2025 Q4	$69.8M	Buy	1,005,353 +36,720	+4%	+$2.5M	3.16%	6
2025 Q3	$65.2M	Sell	968,633 -41,305	-4%	-$2.68M	3.11%	6
2025 Q2	$60.8M	Sell	1,009,938 -91,423	-8%	-$5.38M	3.2%	6
2025 Q1	$60.2M	Sell	1,101,361 -14,602	-1%	-$888K	3.41%	5
2024 Q4	$66M	Buy	1,115,963 +32,540	+3%	+$1.99M	3.58%	5
2024 Q3	$65.1M	Sell	1,083,423 -11,194	-1%	-$637K	3.4%	5
2024 Q2	$59.9M	Buy	1,094,617 +72,712	+7%	+$3.98M	3.4%	5
2024 Q1	$57.4M	Buy	1,021,905 +39,174	+4%	+$2.05M	3.21%	5
2023 Q4	$50.8M	Buy	982,731 +13,084	+1%	+$618K	3.16%	6
2023 Q3	$44.6M	Buy	969,647 +19,865	+2%	+$950K	3.03%	5
2023 Q2	$44.7M	Buy	949,782 +758	+0.1%	+$34.3K	3%	6
2023 Q1	$42.6M	Sell	949,024 -19,770	-2%	-$908K	3.07%	6
2022 Q4	$42.5M	Buy	968,794 +75,437	+8%	+$3.3M	3.3%	6
2022 Q3	$34.7M	Sell	893,357 -971	-0.1%	-$41.8K	2.88%	6
2022 Q2	$36.6M	Buy	894,328 +159,690	+22%	+$7.24M	3.07%	5
2022 Q1	$36M	Buy	734,638 +430,100	+141%	+$21.5M	2.85%	4
2021 Q4	$14.7M	Sell	304,538 -14,666	-5%	-$740K	1.31%	9
2021 Q3	$15.3M	Buy	319,204 +14,666	+5%	+$711K	1.29%	9
2021 Q2	$14.7M	Buy	304,538 +118,901	+64%	+$5.69M	1.31%	9
2021 Q1	$8.76M	Buy	185,637 +167,525	+925%	+$7.14M	0.9%	20
2020 Q4	$723K	Buy	18,112 +360	+2%	+$13.1K	0.09%	174
2020 Q3	$590K	Buy	17,752 +7,925	+81%	+$257K	0.08%	191
2020 Q2	$303K	Buy	+9,827	New	+$286K	0.04%	271

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

Csenge Advisory Group's RDVY Position: Q2 2026 in Review

Csenge Advisory Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.8% in Q2 2026, buying an estimated $1.41M and bringing the position to 1,066,840 shares worth $86.5M. The position accounts for 3.51% of the portfolio, ranked #5.

Csenge Advisory Group first reported a position in RDVY in Q2 2020 and has held it in 25 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Csenge Advisory Group held 1,066,840 shares of First Trust Rising Dividend Achievers ETF worth $86.5M as of Q2 2026.
Csenge Advisory Group bought 18,746 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.41M.
First Trust Rising Dividend Achievers ETF made up 3.51% of Csenge Advisory Group's portfolio in Q2 2026, its #5 holding.
Csenge Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and has held it in 25 quarters since.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.