Formidable Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Formidable Asset Management’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	$317K	Hold	4,637	–	–	0.05%	310
2026 Q1	$322K	Buy	4,637 +600	+15%	+$42.7K	0.05%	308
2025 Q4	$272K	Hold	4,037	–	–	0.04%	350
2025 Q3	$253K	Hold	4,037	–	–	0.04%	352
2025 Q2	$236K	Hold	4,037	–	–	0.04%	343
2025 Q1	$236K	Hold	4,037	–	–	0.04%	343
2024 Q4	$239K	Hold	4,037	–	–	0.04%	332
2024 Q3	$239K	Hold	4,037	–	–	0.04%	325
2024 Q2	$221K	Buy	4,037 +1,700	+73%	+$92.9K	0.04%	353
2024 Q1	$131K	Buy	+2,337	New	+$123K	0.02%	354

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Formidable Asset Management's RDVY Position: Q2 2026 in Review

Formidable Asset Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,637 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #310.

Formidable Asset Management first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $322K in Q1 2026. 176 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Formidable Asset Management held 4,637 shares of First Trust Rising Dividend Achievers ETF worth $317K as of Q2 2026.
Formidable Asset Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #310 holding.
Formidable Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Formidable Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $322K in Q1 2026.
176 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.