Frisch Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Frisch Financial Group’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	$362K	Buy	4,463 +4	+0.1%	+$301	0.06%	132
2026 Q1	$304K	Buy	4,459 +7	+0.2%	+$498	0.06%	130
2025 Q4	$309K	Buy	4,452 +8	+0.2%	+$544	0.07%	119
2025 Q3	$299K	Buy	4,444 +6	+0.1%	+$389	0.07%	116
2025 Q2	$278K	Buy	4,438 +7	+0.2%	+$412	0.07%	111
2025 Q1	$259K	Buy	4,431 +12	+0.3%	+$729	0.07%	108
2024 Q4	$261K	Buy	4,419 +14	+0.3%	+$854	0.08%	108
2024 Q3	$261K	Sell	4,405 -2,673	-38%	-$152K	0.08%	110
2024 Q2	$243K	Buy	+7,078	New	+$387K	0.07%	113

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

Frisch Financial Group's RDVY Position: Q2 2026 in Review

Frisch Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.09% in Q2 2026, buying an estimated $301 and bringing the position to 4,463 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #132.

Frisch Financial Group first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Frisch Financial Group held 4,463 shares of First Trust Rising Dividend Achievers ETF worth $362K as of Q2 2026.
Frisch Financial Group bought 4 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $301.
First Trust Rising Dividend Achievers ETF made up 0.06% of Frisch Financial Group's portfolio in Q2 2026, its #132 holding.
Frisch Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.