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

Everest 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 		$2.23M Sell
27,570
-180
-0.6% -$13.5K 0.3% 58
2026
Q1 		$1.89M Buy
+27,750
New +$1.98M 0.31% 59

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Everest Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.65% in Q2 2026, selling an estimated $13.5K and leaving 27,570 shares worth $2.23M. The position accounts for 0.3% of the portfolio, ranked #58.

Everest Financial Group first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Everest Financial Group held 27,570 shares of First Trust Rising Dividend Achievers ETF worth $2.23M as of Q2 2026.
  • Everest Financial Group sold 180 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.5K.
  • First Trust Rising Dividend Achievers ETF made up 0.3% of Everest Financial Group's portfolio in Q2 2026, its #58 holding.
  • Everest Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.