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Financial Partners Group (Kansas)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Financial Partners Group (Kansas)’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 		$44M Sell
542,375
-650
-0.1% -$48.9K 4.46% 4
2026
Q1 		$37.1M Buy
543,025
+4,416
+0.8% +$314K 4.44% 4
2025
Q4 		$38.9M Buy
538,609
+14,654
+3% +$996K 4.5% 5
2025
Q3 		$35.2M Sell
523,955
-1,686
-0.3% -$109K 4.39% 5
2025
Q2 		$33M Buy
525,641
+8,397
+2% +$494K 4.56% 4
2025
Q1 		$30.3M Buy
517,244
+29,333
+6% +$1.78M 4.67% 4
2024
Q4 		$28.9M Buy
487,911
+19,369
+4% +$1.18M 4.21% 4
2024
Q3 		$27.7M Sell
468,542
-16,394
-3% -$932K 4.11% 5
2024
Q2 		$26.6M Buy
484,936
+27,359
+6% +$1.5M 4.19% 5
2024
Q1 		$25.7M Buy
457,577
+47,068
+11% +$2.47M 4.1% 5
2023
Q4 		$21.2M Buy
410,509
+14,104
+4% +$667K 3.8% 5
2023
Q3 		$17.9M Buy
396,405
+35,608
+10% +$1.7M 3.69% 7
2023
Q2 		$17.7M Sell
360,797
-9,714
-3% -$439K 3.58% 7
2023
Q1 		$16.6M Sell
370,511
-1,394
-0.4% -$64K 3.7% 6
2022
Q4 		$18M Sell
371,905
-303,216
-45% -$13.3M 3.96% 5
2022
Q3 		$26.2M Sell
675,121
-22,140
-3% -$952K 6.91% 3
2022
Q2 		$28.5M Buy
697,261
+31,986
+5% +$1.45M 7.15% 4
2022
Q1 		$32.6M Buy
665,275
+181,588
+38% +$9.07M 7.05% 3
2021
Q4 		$24.3M Buy
483,687
+64,061
+15% +$3.23M 5.32% 3
2021
Q3 		$19.9M Buy
419,626
+29,560
+8% +$1.43M 4.69% 3
2021
Q2 		$18.7M Buy
390,066
+162,037
+71% +$7.76M 4.83% 3
2021
Q1 		$10.4M Buy
228,029
+21,836
+11% +$931K 2.94% 10
2020
Q4 		$8.52M Buy
206,193
+194,056
+1,599% +$7.06M 2.55% 12
2020
Q3 		$397K Buy
12,137
+5,475
+82% +$178K 0.14% 68
2020
Q2 		$205K Buy
+6,662
New +$194K 0.08% 95

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 Partners Group (Kansas)'s RDVY Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.12% in Q2 2026, selling an estimated $48.9K and leaving 542,375 shares worth $44M. The position accounts for 4.46% of the portfolio, ranked #4.

Financial Partners Group (Kansas) first reported a position in RDVY in Q2 2020 and has held it in 25 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Financial Partners Group (Kansas) held 542,375 shares of First Trust Rising Dividend Achievers ETF worth $44M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 650 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $48.9K.
  • First Trust Rising Dividend Achievers ETF made up 4.46% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #4 holding.
  • Financial Partners Group (Kansas) first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and has held it in 25 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.