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

Financial Advisors Network’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	$222K	Buy	+2,741	New	+$206K	0.03%	192
2021 Q4	–	Sell	-4,600	Closed	-$239K	–	150
2021 Q3	$239K	Buy	+4,600	New	+$223K	0.06%	130

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

Financial Advisors Network's RDVY Position: Q2 2026 in Review

Financial Advisors Network opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 2,741 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings. This is a return to the name: Financial Advisors Network previously reported a position in RDVY as recently as Q3 2021.

Financial Advisors Network first reported a position in RDVY in Q3 2021 and has held it in 2 quarters since. The position peaked at $239K in Q3 2021. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Financial Advisors Network held 2,741 shares of First Trust Rising Dividend Achievers ETF worth $222K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Financial Advisors Network position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.03% of Financial Advisors Network's portfolio in Q2 2026, its #192 holding.
Financial Advisors Network first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 2 quarters since.
Financial Advisors Network's First Trust Rising Dividend Achievers ETF position peaked at $239K in Q3 2021.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.