Graney & King’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Graney & King’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	$6.3M	Buy	77,661 +6,212	+9%	+$467K	2.26%	12
2026 Q1	$4.88M	Buy	71,449 +11,974	+20%	+$852K	2.63%	11
2025 Q4	$4.13M	Buy	59,475 +41,281	+227%	+$2.81M	2.42%	12
2025 Q3	$1.22M	Buy	18,194 +17,732	+3,838%	+$1.15M	0.85%	20
2025 Q2	$29K	Hold	462	–	–	0.02%	162
2025 Q1	$27K	Buy	462 +1	+0.2%	+$61	0.02%	163
2024 Q4	$27.3K	Buy	+461	New	+$28.1K	0.02%	161

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

Graney & King's RDVY Position: Q2 2026 in Review

Graney & King increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.7% in Q2 2026, buying an estimated $467K and bringing the position to 77,661 shares worth $6.3M. The position accounts for 2.26% of the portfolio, ranked #12.

Graney & King first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Graney & King held 77,661 shares of First Trust Rising Dividend Achievers ETF worth $6.3M as of Q2 2026.
Graney & King bought 6,212 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $467K.
First Trust Rising Dividend Achievers ETF made up 2.26% of Graney & King's portfolio in Q2 2026, its #12 holding.
Graney & King first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.