Goldstein Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Goldstein Advisors’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	$395K	Hold	4,869	–	–	0.04%	159
2026 Q1	$332K	Sell	4,869 -9	-0.2%	-$641	0.04%	140
2025 Q4	$339K	Sell	4,878 -37	-0.8%	-$2.52K	0.04%	135
2025 Q3	$331K	Sell	4,915 -259	-5%	-$16.8K	0.04%	130
2025 Q2	$325K	Sell	5,174 -317	-6%	-$18.6K	0.04%	122
2025 Q1	$321K	Sell	5,491 -145	-3%	-$8.81K	0.05%	133
2024 Q4	$333K	Sell	5,636 -223	-4%	-$13.6K	0.05%	121
2024 Q3	$347K	Sell	5,859 -131	-2%	-$7.45K	0.05%	112
2024 Q2	$328K	Sell	5,990 -60	-1%	-$3.28K	0.05%	105
2024 Q1	$340K	Sell	6,050 -2,345	-28%	-$123K	0.06%	103
2023 Q4	$434K	Sell	8,395 -447,266	-98%	-$21.1M	0.07%	111
2023 Q3	$20.9M	Buy	455,661 +24,648	+6%	+$1.18M	4.37%	5
2023 Q2	$20.3M	Buy	431,013 +41,650	+11%	+$1.88M	4.25%	5
2023 Q1	$17.5M	Buy	389,363 +113,496	+41%	+$5.21M	3.84%	4
2022 Q4	$12.1M	Buy	+275,867	New	+$12.1M	2.93%	12

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

Goldstein Advisors's RDVY Position: Q2 2026 in Review

Goldstein Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,869 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #159.

Goldstein Advisors first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.9M in Q3 2023. 816 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Goldstein Advisors held 4,869 shares of First Trust Rising Dividend Achievers ETF worth $395K as of Q2 2026.
Goldstein Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #159 holding.
Goldstein Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's First Trust Rising Dividend Achievers ETF position peaked at $20.9M in Q3 2023.
816 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.