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

Envision Financial’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	$9.58M	Buy	118,126 +6,284	+6%	+$473K	4.41%	9
2026 Q1	$7.64M	Buy	111,842 +8,586	+8%	+$611K	4.11%	9
2025 Q4	$7.17M	Buy	103,256 +22,581	+28%	+$1.53M	3.79%	9
2025 Q3	$5.43M	Buy	80,675 +11,133	+16%	+$722K	3.11%	9
2025 Q2	$4.36M	Buy	69,542 +1,035	+2%	+$60.9K	2.91%	11
2025 Q1	$4.01M	Buy	68,507 +9,353	+16%	+$569K	3.02%	11
2024 Q4	$3.5M	Buy	+59,154	New	+$3.61M	2.8%	12

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

Envision Financial's RDVY Position: Q2 2026 in Review

Envision Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.6% in Q2 2026, buying an estimated $473K and bringing the position to 118,126 shares worth $9.58M. The position accounts for 4.41% of the portfolio, ranked #9.

Envision Financial first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Envision Financial held 118,126 shares of First Trust Rising Dividend Achievers ETF worth $9.58M as of Q2 2026.
Envision Financial bought 6,284 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $473K.
First Trust Rising Dividend Achievers ETF made up 4.41% of Envision Financial's portfolio in Q2 2026, its #9 holding.
Envision Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.