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

Goldstone 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	$5.05M	Sell	62,360 -2,091	-3%	-$157K	0.46%	54
2026 Q1	$4.4M	Sell	64,451 -6,001	-9%	-$427K	0.48%	49
2025 Q4	$4.89M	Buy	70,452 +4,793	+7%	+$326K	0.55%	46
2025 Q3	$4.42M	Buy	65,659 +4,171	+7%	+$271K	0.52%	46
2025 Q2	$3.92M	Buy	61,488 +2,804	+5%	+$165K	0.52%	48
2025 Q1	$3.44M	Buy	58,684 +6,677	+13%	+$406K	0.52%	46
2024 Q4	$3.08M	Buy	52,007 +3,870	+8%	+$236K	0.48%	48
2024 Q3	$2.85M	Buy	48,137 +4,392	+10%	+$250K	0.5%	45
2024 Q2	$2.4M	Buy	43,745 +3,979	+10%	+$218K	0.48%	46
2024 Q1	$2.23M	Buy	39,766 +241	+0.6%	+$12.6K	0.51%	42
2023 Q4	$2.04M	Buy	+39,525	New	+$1.87M	0.53%	40

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

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

Goldstone Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.2% in Q2 2026, selling an estimated $157K and leaving 62,360 shares worth $5.05M. The position accounts for 0.46% of the portfolio, ranked #54.

Goldstone Financial Group first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Goldstone Financial Group held 62,360 shares of First Trust Rising Dividend Achievers ETF worth $5.05M as of Q2 2026.
Goldstone Financial Group sold 2,091 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $157K.
First Trust Rising Dividend Achievers ETF made up 0.46% of Goldstone Financial Group's portfolio in Q2 2026, its #54 holding.
Goldstone Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.