Family Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Family Capital 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	$1.45M	Hold	17,887	–	–	0.56%	38
2026 Q1	$1.22M	Sell	17,887 -3,658	-17%	-$260K	0.54%	39
2025 Q4	$1.5M	Sell	21,545 -99	-0.5%	-$6.73K	0.66%	33
2025 Q3	$1.46M	Buy	21,644 +1,673	+8%	+$109K	0.7%	30
2025 Q2	$1.25M	Sell	19,971 -239	-1%	-$14.1K	0.66%	31
2025 Q1	$1.18M	Sell	20,210 -108	-0.5%	-$6.57K	0.73%	29
2024 Q4	$1.2M	Sell	20,318 -96	-0.5%	-$5.86K	0.73%	29
2024 Q3	$1.21M	Sell	20,414 -511	-2%	-$29.1K	0.78%	26
2024 Q2	$1.15M	Sell	20,925 -1,425	-6%	-$77.9K	0.78%	27
2024 Q1	$1.26M	Sell	22,350 -1,246	-5%	-$65.4K	0.87%	25
2023 Q4	$1.22M	Sell	23,596 -2,976	-11%	-$141K	0.86%	26
2023 Q3	$1.22M	Sell	26,572 -4,104	-13%	-$196K	0.81%	25
2023 Q2	$1.44M	Sell	30,676 -59	-0.2%	-$2.67K	0.9%	23
2023 Q1	$1.38M	Sell	30,735 -7,433	-19%	-$341K	0.6%	24
2022 Q4	$1.68M	Buy	+38,168	New	+$1.67M	1.1%	20

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

Family Capital Management's RDVY Position: Q2 2026 in Review

Family Capital Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 17,887 shares worth $1.45M. The position accounts for 0.56% of the portfolio, ranked #38.

Family Capital Management first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q4 2022. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Family Capital Management held 17,887 shares of First Trust Rising Dividend Achievers ETF worth $1.45M as of Q2 2026.
Family Capital Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.56% of Family Capital Management's portfolio in Q2 2026, its #38 holding.
Family Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Family Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $1.68M in Q4 2022.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.