EdgeRock Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

EdgeRock Capital’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	$2.82M	Buy	34,789 +910	+3%	+$68.4K	0.64%	28
2026 Q1	$2.31M	Buy	33,879 +4,920	+17%	+$350K	0.63%	27
2025 Q4	$2.02M	Buy	28,959 +5,566	+24%	+$378K	0.54%	29
2025 Q3	$1.57M	Sell	23,393 -12,544	-35%	-$814K	0.44%	30
2025 Q2	$2.24M	Buy	35,937 +281	+0.8%	+$16.5K	0.71%	24
2025 Q1	$2.09M	Sell	35,656 -10,361	-23%	-$630K	1.49%	17
2024 Q4	$2.72M	Buy	46,017 +9,148	+25%	+$558K	1.78%	12
2024 Q3	$2.18M	Buy	36,869 +15,004	+69%	+$853K	1.54%	13
2024 Q2	$1.2M	Buy	21,865 +3,600	+20%	+$197K	0.93%	12
2024 Q1	$1.03M	Buy	18,265 +1,670	+10%	+$87.6K	0.82%	15
2023 Q4	$852K	Buy	16,595 +6,101	+58%	+$288K	0.62%	17
2023 Q3	$482K	Buy	10,494 +1,944	+23%	+$92.9K	0.29%	27
2023 Q2	$403K	Sell	8,550 -773	-8%	-$35K	0.2%	38
2023 Q1	$418K	Sell	9,323 -532	-5%	-$24.4K	0.21%	35
2022 Q4	$433K	Buy	9,855 +2,864	+41%	+$125K	0.24%	35
2022 Q3	$272K	Buy	+6,991	New	+$301K	0.15%	45

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

EdgeRock Capital's RDVY Position: Q2 2026 in Review

EdgeRock Capital increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.7% in Q2 2026, buying an estimated $68.4K and bringing the position to 34,789 shares worth $2.82M. The position accounts for 0.64% of the portfolio, ranked #28.

EdgeRock Capital first reported a position in RDVY in Q3 2022 and has held it in 16 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

EdgeRock Capital held 34,789 shares of First Trust Rising Dividend Achievers ETF worth $2.82M as of Q2 2026.
EdgeRock Capital bought 910 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $68.4K.
First Trust Rising Dividend Achievers ETF made up 0.64% of EdgeRock Capital's portfolio in Q2 2026, its #28 holding.
EdgeRock Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 16 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.