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

Founders Financial Securities’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	$5.88M	Buy	72,544 +3,007	+4%	+$226K	0.3%	63
2026 Q1	$5.05M	Sell	69,537 -3,424	-5%	-$244K	0.29%	72
2025 Q4	$5.07M	Buy	72,961 +7,260	+11%	+$493K	0.3%	68
2025 Q3	$4.42M	Buy	65,701 +1,805	+3%	+$117K	0.3%	67
2025 Q2	$4.01M	Buy	63,896 +6,576	+11%	+$387K	0.3%	73
2025 Q1	$3.26M	Buy	57,320 +5,822	+11%	+$354K	0.28%	78
2024 Q4	$3.05M	Buy	51,498 +764	+2%	+$46.6K	0.27%	74
2024 Q3	$3M	Buy	50,734 +1,936	+4%	+$110K	0.28%	76
2024 Q2	$2.67M	Buy	48,798 +11,907	+32%	+$651K	0.25%	83
2024 Q1	$2.07M	Buy	36,891 +2,734	+8%	+$143K	0.22%	94
2023 Q4	$1.76M	Buy	34,157 +4,020	+13%	+$190K	0.2%	100
2023 Q3	$1.38M	Buy	30,137 +7,263	+32%	+$347K	0.18%	105
2023 Q2	$1.08M	Sell	22,874 -679	-3%	-$30.7K	0.14%	130
2023 Q1	$1.06M	Sell	23,553 -598	-2%	-$27.5K	0.15%	130
2022 Q4	$1.06M	Sell	24,151 -1,320	-5%	-$57.7K	0.17%	128
2022 Q3	$990K	Sell	25,471 -97	-0.4%	-$4.17K	0.18%	118
2022 Q2	$1.05M	Buy	25,568 +4,954	+24%	+$225K	0.2%	95
2022 Q1	$1.01M	Buy	20,614 +1,065	+5%	+$53.2K	0.18%	114
2021 Q4	$1.01M	Sell	19,549 -15,704	-45%	-$792K	0.18%	109
2021 Q3	$1.67M	Buy	35,253 +2,065	+6%	+$100K	0.34%	64
2021 Q2	$1.59M	Buy	33,188 +25,101	+310%	+$1.2M	0.32%	68
2021 Q1	$368K	Buy	+8,087	New	+$345K	0.08%	179

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Founders Financial Securities increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.3% in Q2 2026, buying an estimated $226K and bringing the position to 72,544 shares worth $5.88M. The position accounts for 0.3% of the portfolio, ranked #63.

Founders Financial Securities first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Founders Financial Securities held 72,544 shares of First Trust Rising Dividend Achievers ETF worth $5.88M as of Q2 2026.
Founders Financial Securities bought 3,007 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $226K.
First Trust Rising Dividend Achievers ETF made up 0.3% of Founders Financial Securities's portfolio in Q2 2026, its #63 holding.
Founders Financial Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.