GK Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

GK Wealth 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	$795K	Buy	+9,809	New	+$738K	0.42%	59

Other funds holding RDVY

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

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

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

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

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

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

GK Wealth Management's RDVY Position: Q2 2026 in Review

GK Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 9,809 shares worth $795K. The stake represents 0.42% of the portfolio and ranks #59 among its holdings.

137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

GK Wealth Management held 9,809 shares of First Trust Rising Dividend Achievers ETF worth $795K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new GK Wealth Management position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.42% of GK Wealth Management's portfolio in Q2 2026, its #59 holding.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.