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

Financial Consulate’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 		– Sell
-25
Closed -$1.71K – 1503
2026
Q1 		$1.71K Hold
25
– – ﹤0.01% 1011
2025
Q4 		$1.74K Buy
+25
New +$1.7K ﹤0.01% 916

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

Financial Consulate's RDVY Position: Q2 2026 in Review

Financial Consulate sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 25 shares — an estimated $1.71K sold.

Financial Consulate first reported a position in RDVY in Q4 2025 and held it in 2 quarters. The position peaked at $1.74K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Financial Consulate reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Consulate sold 25 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.71K.
  • Financial Consulate first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and held it in 2 quarters.
  • Financial Consulate's First Trust Rising Dividend Achievers ETF position peaked at $1.74K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.