FHC
RDVY icon

First Heartland Consultants’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

First Heartland Consultants’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 		$39.6M Buy
488,517
+7,846
+2% +$590K 2.56% 4
2026
Q1 		$32.8M Buy
480,671
+95,749
+25% +$6.82M 2.51% 5
2025
Q4 		$26.7M Buy
384,922
+2,460
+0.6% +$167K 2.03% 7
2025
Q3 		$25.7M Buy
382,462
+17,992
+5% +$1.17M 2.08% 6
2025
Q2 		$22.9M Buy
364,470
+76,817
+27% +$4.52M 2.03% 8
2025
Q1 		$16.8M Sell
287,653
-97,237
-25% -$5.91M 1.74% 11
2024
Q4 		$22.8M Buy
384,890
+45,415
+13% +$2.77M 2.33% 6
2024
Q3 		$20.1M Buy
339,475
+141,978
+72% +$8.07M 2.16% 7
2024
Q2 		$10.8K Sell
197,497
-63,884
-24% -$3.49M 0.75% 25
2024
Q1 		$14.7M Buy
261,381
+22,911
+10% +$1.2M 1.52% 11
2023
Q4 		$12.3M Buy
238,470
+786
+0.3% +$37.2K 1.49% 16
2023
Q3 		$10.9M Sell
237,684
-15,381
-6% -$735K 1.38% 18
2023
Q2 		$11.9M Buy
253,065
+32,568
+15% +$1.47M 1.55% 14
2023
Q1 		$9.89M Sell
220,497
-2,897
-1% -$133K 1.49% 12
2022
Q4 		$9.81M Sell
223,394
-12,405
-5% -$542K 1.58% 12
2022
Q3 		$9.17K Sell
235,799
-119,082
-34% -$5.12M 0.79% 14
2022
Q2 		$14.5M Sell
354,881
-25,737
-7% -$1.17M 2.27% 9
2022
Q1 		$18.6M Sell
380,618
-249
-0.1% -$12.4K 2.89% 7
2021
Q4 		$19.7K Buy
380,867
+17,468
+5% +$881K 0.75% 8
2021
Q3 		$17.3M Buy
363,399
+100,919
+38% +$4.89M 2.62% 6
2021
Q2 		$12.6M Buy
262,480
+68,412
+35% +$3.28M 1.91% 8
2021
Q1 		$8.83M Buy
194,068
+152,257
+364% +$6.49M 1.4% 13
2020
Q4 		$1.67M Buy
41,811
+13,884
+50% +$505K 0.28% 75
2020
Q3 		$914K Sell
27,927
-26,792
-49% -$870K 0.17% 95
2020
Q2 		$1.69M Sell
54,719
-32,362
-37% -$942K 0.33% 70
2020
Q1 		$2.23M Buy
87,081
+10,485
+14% +$340K 0.57% 47
2019
Q4 		$2.75M Buy
76,596
+1,510
+2% +$51.2K 0.54% 50
2019
Q3 		$2.39M Sell
75,086
-873
-1% -$27.3K 0.51% 51
2019
Q2 		$2.36M Sell
75,959
-7,776
-9% -$237K 0.57% 44
2019
Q1 		$2.5M Buy
83,735
+6,079
+8% +$178K 0.7% 39
2018
Q4 		$2.06M Sell
77,656
-36,584
-32% -$1.06M 0.77% 40
2018
Q3 		$3.6M Buy
114,240
+2,598
+2% +$80.6K 1.13% 21
2018
Q2 		$3.34M Sell
111,642
-18,883
-14% -$570K 1.18% 19
2018
Q1 		$3.88M Buy
130,525
+51,973
+66% +$1.59M 1.16% 16
2017
Q4 		$2.35M Buy
78,552
+6,808
+9% +$196K 0.71% 37
2017
Q3 		$2M Buy
71,744
+11,378
+19% +$311K 0.49% 50
2017
Q2 		$1.63M Buy
60,366
+35,178
+140% +$942K 0.42% 56
2017
Q1 		$668K Buy
25,188
+7,940
+46% +$206K 0.19% 146
2016
Q4 		$426K Buy
+17,248
New +$407K 0.13% 199

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

First Heartland Consultants's RDVY Position: Q2 2026 in Review

First Heartland Consultants increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $590K and bringing the position to 488,517 shares worth $39.6M. The position accounts for 2.56% of the portfolio, ranked #4.

First Heartland Consultants first reported a position in RDVY in Q4 2016 and has held it in 39 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • First Heartland Consultants held 488,517 shares of First Trust Rising Dividend Achievers ETF worth $39.6M as of Q2 2026.
  • First Heartland Consultants bought 7,846 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $590K.
  • First Trust Rising Dividend Achievers ETF made up 2.56% of First Heartland Consultants's portfolio in Q2 2026, its #4 holding.
  • First Heartland Consultants first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2016 and has held it in 39 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.