Empirical Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Empirical Wealth Management’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	$288K	Hold	3,556	–	–	﹤0.01%	874
2026 Q1	$243K	Hold	3,556	–	–	﹤0.01%	878
2025 Q4	$247K	Hold	3,556	–	–	﹤0.01%	776
2025 Q3	$239K	Hold	3,556	–	–	﹤0.01%	697
2025 Q2	$223K	Sell	3,556 -808	-19%	-$47.5K	0.01%	610
2025 Q1	$255K	Buy	+4,364	New	+$265K	0.01%	552

Other funds holding RDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

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

Empirical Wealth Management's RDVY Position: Q2 2026 in Review

Empirical Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 3,556 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Empirical Wealth Management first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 364 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Empirical Wealth Management held 3,556 shares of First Trust Rising Dividend Achievers ETF worth $288K as of Q2 2026.
Empirical Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #874 holding.
Empirical Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
364 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.