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

Ethos 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	$6.11M	Buy	76,501 +5,149	+7%	+$387K	0.41%	62
2026 Q1	$4.87M	Sell	71,352 -11	-0%	-$783	0.36%	65
2025 Q4	$4.96M	Sell	71,363 -53,602	-43%	-$3.64M	0.37%	67
2025 Q3	$8.41M	Sell	124,965 -23,024	-16%	-$1.49M	0.66%	38
2025 Q2	$9.28M	Buy	147,989 +143,972	+3,584%	+$8.47M	0.8%	32
2025 Q1	$238K	Hold	4,017	–	–	0.02%	358
2024 Q4	$238K	Sell	4,017 -1,110	-22%	-$67.7K	0.03%	258
2024 Q3	$304K	Buy	5,127 +137	+3%	+$7.79K	0.05%	201
2024 Q2	$273K	Buy	+4,990	New	+$273K	0.05%	213
2024 Q1	–	Sell	-17,298	Closed	-$894K	–	298
2023 Q4	$894K	Buy	+17,298	New	+$818K	0.19%	84

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

Ethos Financial Group's RDVY Position: Q2 2026 in Review

Ethos Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.2% in Q2 2026, buying an estimated $387K and bringing the position to 76,501 shares worth $6.11M. The position accounts for 0.41% of the portfolio, ranked #62.

Ethos Financial Group first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.28M in Q2 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Ethos Financial Group held 76,501 shares of First Trust Rising Dividend Achievers ETF worth $6.11M as of Q2 2026.
Ethos Financial Group bought 5,149 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $387K.
First Trust Rising Dividend Achievers ETF made up 0.41% of Ethos Financial Group's portfolio in Q2 2026, its #62 holding.
Ethos Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
Ethos Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $9.28M in Q2 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.