GAMMA Investing’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

GAMMA Investing’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	$444K	Hold	5,474	–	–	0.02%	714
2026 Q1	$374K	Sell	5,474 -5	-0.1%	-$356	0.02%	718
2025 Q4	$381K	Hold	5,479	–	–	0.02%	646
2025 Q3	$369K	Hold	5,479	–	–	0.02%	618
2025 Q2	$344K	Hold	5,479	–	–	0.02%	617
2025 Q1	$321K	Hold	5,479	–	–	0.02%	574
2024 Q4	$324K	Buy	5,479 +1,558	+40%	+$95.1K	0.03%	515
2024 Q3	$232K	Hold	3,921	–	–	0.02%	555
2024 Q2	$215K	Buy	3,921 +1,870	+91%	+$102K	0.03%	477
2024 Q1	$115K	Hold	2,051	–	–	0.02%	593
2023 Q4	$105K	Buy	+2,051	New	+$96.9K	0.03%	527

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

GAMMA Investing's RDVY Position: Q2 2026 in Review

GAMMA Investing held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 5,474 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #714.

GAMMA Investing first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

GAMMA Investing held 5,474 shares of First Trust Rising Dividend Achievers ETF worth $444K as of Q2 2026.
GAMMA Investing left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #714 holding.
GAMMA Investing first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
176 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.