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Cypress Wealth Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cypress Wealth Services’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 		$2.5M Sell
30,792
-4,740
-13% -$356K 0.31% 69
2026
Q1 		$2.43M Buy
35,532
+252
+0.7% +$17.9K 0.34% 65
2025
Q4 		$2.45M Buy
+35,280
New +$2.4M 0.34% 62

Other funds holding RDVY

Cambridge Investment Research Advisors
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Cypress Wealth Services's RDVY Position: Q2 2026 in Review

Cypress Wealth Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q2 2026, selling an estimated $356K and leaving 30,792 shares worth $2.5M. The position accounts for 0.31% of the portfolio, ranked #69.

Cypress Wealth Services first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Cypress Wealth Services held 30,792 shares of First Trust Rising Dividend Achievers ETF worth $2.5M as of Q2 2026.
  • Cypress Wealth Services sold 4,740 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $356K.
  • First Trust Rising Dividend Achievers ETF made up 0.31% of Cypress Wealth Services's portfolio in Q2 2026, its #69 holding.
  • Cypress Wealth Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.