FCMA
RDVY icon

Foresight Capital Management Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Foresight Capital Management Advisors’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 		$2.51M Sell
31,048
-531
-2% -$39.9K 1.22% 38
2026
Q1 		$2.15M Buy
+31,579
New +$2.25M 1.2% 36

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Foresight Capital Management Advisors's RDVY Position: Q2 2026 in Review

Foresight Capital Management Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.7% in Q2 2026, selling an estimated $39.9K and leaving 31,048 shares worth $2.51M. The position accounts for 1.22% of the portfolio, ranked #38.

Foresight Capital Management Advisors first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Foresight Capital Management Advisors held 31,048 shares of First Trust Rising Dividend Achievers ETF worth $2.51M as of Q2 2026.
  • Foresight Capital Management Advisors sold 531 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $39.9K.
  • First Trust Rising Dividend Achievers ETF made up 1.22% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #38 holding.
  • Foresight Capital Management Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.