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

Elevated Capital Advisors’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	$1.4M	Sell	17,332 -271	-2%	-$20.4K	0.39%	56
2026 Q1	$1.2M	Sell	17,603 -556	-3%	-$39.6K	0.3%	79
2025 Q4	$1.26M	Sell	18,159 -861	-5%	-$58.5K	0.29%	85
2025 Q3	$1.28M	Sell	19,020 -1,030	-5%	-$66.8K	0.32%	78
2025 Q2	$1.17M	Hold	20,050	–	–	0.33%	78
2025 Q1	$1.17M	Sell	20,050 -2,497	-11%	-$152K	0.33%	78
2024 Q4	$1.33M	Sell	22,547 -538	-2%	-$32.8K	0.36%	62
2024 Q3	$1.37M	Sell	23,085 -211	-0.9%	-$12K	0.36%	67
2024 Q2	$1.28M	Sell	23,296 -46,294	-67%	-$2.53M	0.36%	67
2024 Q1	$3.91M	Buy	69,590 +2,453	+4%	+$129K	1.12%	24
2023 Q4	$3.47M	Sell	67,137 -1,811	-3%	-$85.6K	1.09%	24
2023 Q3	$3.17M	Buy	68,948 +47,665	+224%	+$2.28M	1.08%	24
2023 Q2	$1M	Buy	+21,283	New	+$963K	0.33%	93

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

Elevated Capital Advisors's RDVY Position: Q2 2026 in Review

Elevated Capital Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.5% in Q2 2026, selling an estimated $20.4K and leaving 17,332 shares worth $1.4M. The position accounts for 0.39% of the portfolio, ranked #56.

Elevated Capital Advisors first reported a position in RDVY in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.91M in Q1 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Elevated Capital Advisors held 17,332 shares of First Trust Rising Dividend Achievers ETF worth $1.4M as of Q2 2026.
Elevated Capital Advisors sold 271 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $20.4K.
First Trust Rising Dividend Achievers ETF made up 0.39% of Elevated Capital Advisors's portfolio in Q2 2026, its #56 holding.
Elevated Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
Elevated Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $3.91M in Q1 2024.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.