DAGCO Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

DAGCO Inc’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	$2.49M	Buy	30,680 +2,071	+7%	+$156K	0.46%	37
2026 Q1	$1.95M	Buy	28,609 +5,431	+23%	+$387K	0.42%	36
2025 Q4	$1.61M	Buy	23,178 +701	+3%	+$47.6K	0.37%	43
2025 Q3	$1.51M	Buy	22,477 +2,350	+12%	+$152K	0.38%	41
2025 Q2	$1.26M	Buy	20,127 +1,660	+9%	+$97.6K	0.35%	40
2025 Q1	$1.08M	Sell	18,467 -220	-1%	-$13.4K	0.35%	44
2024 Q4	$1.11M	Buy	18,687 +6,988	+60%	+$426K	0.37%	46
2024 Q3	$693K	Hold	11,699	–	–	0.28%	50
2024 Q2	$641K	Hold	11,699	–	–	0.28%	52
2024 Q1	$657K	Buy	+11,699	New	+$614K	0.3%	49
2023 Q4	–	Sell	-2,976	Closed	-$738K	–	268
2023 Q3	$738K	Sell	2,976 -13,196	-82%	-$631K	0.38%	47
2023 Q2	$762K	Buy	16,172 +4,162	+35%	+$188K	0.38%	52
2023 Q1	$539K	Sell	12,010 -2,334	-16%	-$107K	0.29%	61
2022 Q4	$630K	Hold	14,344	–	–	0.37%	58
2022 Q3	$558K	Buy	14,344 +798	+6%	+$34.3K	0.35%	63
2022 Q2	$554K	Buy	+13,546	New	+$614K	0.29%	68

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DAGCO Inc's RDVY Position: Q2 2026 in Review

DAGCO Inc increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.2% in Q2 2026, buying an estimated $156K and bringing the position to 30,680 shares worth $2.49M. The position accounts for 0.46% of the portfolio, ranked #37.

DAGCO Inc first reported a position in RDVY in Q2 2022 and has held it in 16 quarters since. 163 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

DAGCO Inc held 30,680 shares of First Trust Rising Dividend Achievers ETF worth $2.49M as of Q2 2026.
DAGCO Inc bought 2,071 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $156K.
First Trust Rising Dividend Achievers ETF made up 0.46% of DAGCO Inc's portfolio in Q2 2026, its #37 holding.
DAGCO Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 16 quarters since.
163 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.