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

Focus Financial 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	$10.7M	Buy	131,584 +370	+0.3%	+$27.8K	0.33%	62
2026 Q1	$8.96M	Buy	131,214 +1,974	+2%	+$141K	0.32%	60
2025 Q4	$8.98M	Buy	129,240 +5,669	+5%	+$385K	0.31%	60
2025 Q3	$8.31M	Buy	123,571 +8,708	+8%	+$565K	0.3%	65
2025 Q2	$7.21M	Buy	114,863 +8,391	+8%	+$493K	0.28%	65
2025 Q1	$6.23M	Buy	106,472 +12,340	+13%	+$750K	0.25%	73
2024 Q4	$5.57M	Buy	94,132 +40,989	+77%	+$2.5M	0.22%	80
2024 Q3	$3.15M	Buy	53,143 +134	+0.3%	+$7.62K	0.13%	131
2024 Q2	$3.06M	Buy	53,009 +1,508	+3%	+$82.4K	0.13%	123
2024 Q1	$2.73M	Sell	51,501 -28,837	-36%	-$1.51M	0.13%	127
2023 Q4	$4.15M	Sell	80,338 -25,108	-24%	-$1.19M	0.16%	128
2023 Q3	$4.85M	Sell	105,446 -4,163	-4%	-$199K	0.27%	73
2023 Q2	$5.16M	Buy	109,609 +1,299	+1%	+$58.8K	0.29%	67
2023 Q1	$4.86M	Sell	108,310 -948	-0.9%	-$43.5K	0.3%	70
2022 Q4	$4.8M	Buy	109,258 +3,869	+4%	+$169K	0.39%	52
2022 Q3	$4.1M	Sell	105,389 -719	-0.7%	-$30.9K	0.35%	55
2022 Q2	$4.34M	Buy	106,108 +11,050	+12%	+$501K	0.36%	55
2022 Q1	$4.66M	Buy	95,058 +66,403	+232%	+$3.32M	0.32%	64
2021 Q4	$1.48M	Buy	28,655 +2	+0%	+$101	0.22%	104
2021 Q3	$1.36M	Sell	28,653 -744	-3%	-$36K	0.18%	132
2021 Q2	$1.41M	Sell	29,397 -16	-0.1%	-$766	0.19%	124
2021 Q1	$1.34M	Buy	+29,413	New	+$1.25M	0.16%	131
2019 Q2	–	Sell	-53,475	Closed	-$1.6M	–	374
2019 Q1	$1.6M	Buy	+53,475	New	+$1.57M	0.26%	80

Other funds holding RDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

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

Focus Financial Network increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.28% in Q2 2026, buying an estimated $27.8K and bringing the position to 131,584 shares worth $10.7M. The position accounts for 0.33% of the portfolio, ranked #62.

Focus Financial Network first reported a position in RDVY in Q1 2019 and has held it in 23 quarters since. 357 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Focus Financial Network held 131,584 shares of First Trust Rising Dividend Achievers ETF worth $10.7M as of Q2 2026.
Focus Financial Network bought 370 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $27.8K.
First Trust Rising Dividend Achievers ETF made up 0.33% of Focus Financial Network's portfolio in Q2 2026, its #62 holding.
Focus Financial Network first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2019 and has held it in 23 quarters since.
357 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.