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Founders Financial Alliance’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Founders Financial Alliance’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 		$336K Sell
4,150
-1,829
-31% -$138K 0.04% 320
2026
Q1 		$408K Buy
5,979
+966
+19% +$68.8K 0.07% 241
2025
Q4 		$348K Sell
5,013
-592
-11% -$40.2K 0.07% 254
2025
Q3 		$377K Buy
5,605
+611
+12% +$39.6K 0.07% 249
2025
Q2 		$313K Sell
4,994
-491
-9% -$28.9K 0.07% 245
2025
Q1 		$321K Buy
5,485
+129
+2% +$7.84K 0.08% 245
2024
Q4 		$317K Buy
5,356
+19
+0.4% +$1.16K 0.09% 211
2024
Q3 		$316K Sell
5,337
-32
-0.6% -$1.82K 0.09% 211
2024
Q2 		$294K Sell
5,369
-715
-12% -$39.1K 0.09% 211
2024
Q1 		$342K Buy
6,084
+39
+0.6% +$2.05K 0.1% 197
2023
Q4 		$312K Hold
6,045
– – 0.12% 177
2023
Q3 		$278K Buy
6,045
+18
+0.3% +$861 0.12% 182
2023
Q2 		$284K Buy
6,027
+352
+6% +$15.9K 0.11% 197
2023
Q1 		$255K Sell
5,675
-695
-11% -$31.9K 0.13% 169
2022
Q4 		$280K Buy
6,370
+678
+12% +$29.6K 0.13% 172
2022
Q3 		$221K Buy
5,692
+320
+6% +$13.8K 0.11% 191
2022
Q2 		$220K Buy
5,372
+299
+6% +$13.6K 0.11% 197
2022
Q1 		$249K Buy
5,073
+12
+0.2% +$599 0.11% 180
2021
Q4 		$262K Buy
5,061
+377
+8% +$19K 0.11% 204
2021
Q3 		$222K Buy
4,684
+2,266
+94% +$110K 0.1% 203
2021
Q2 		$118K Buy
2,418
+160
+7% +$7.66K 0.05% 276
2021
Q1 		$108K Buy
+2,258
New +$96.3K 0.05% 266

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

Founders Financial Alliance's RDVY Position: Q2 2026 in Review

Founders Financial Alliance reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 31% in Q2 2026, selling an estimated $138K and leaving 4,150 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #320.

Founders Financial Alliance first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $408K in Q1 2026. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Founders Financial Alliance held 4,150 shares of First Trust Rising Dividend Achievers ETF worth $336K as of Q2 2026.
  • Founders Financial Alliance sold 1,829 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $138K.
  • First Trust Rising Dividend Achievers ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #320 holding.
  • Founders Financial Alliance first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • Founders Financial Alliance's First Trust Rising Dividend Achievers ETF position peaked at $408K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.