Elevated Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Elevated Financial 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	$406K	Sell	5,004 -1,530	-23%	-$115K	0.11%	91
2026 Q1	$446K	Buy	6,534 +96	+1%	+$6.83K	0.15%	80
2025 Q4	$447K	Buy	+6,438	New	+$438K	0.15%	73

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 Financial Group's RDVY Position: Q2 2026 in Review

Elevated Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 23% in Q2 2026, selling an estimated $115K and leaving 5,004 shares worth $406K. The position accounts for 0.11% of the portfolio, ranked #91.

Elevated Financial Group first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $447K in Q4 2025. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Elevated Financial Group held 5,004 shares of First Trust Rising Dividend Achievers ETF worth $406K as of Q2 2026.
Elevated Financial Group sold 1,530 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $115K.
First Trust Rising Dividend Achievers ETF made up 0.11% of Elevated Financial Group's portfolio in Q2 2026, its #91 holding.
Elevated Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Elevated Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $447K in Q4 2025.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.