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

Grantvest 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	$1.92M	Buy	23,741 +423	+2%	+$31.8K	1.12%	16
2026 Q1	$1.59M	Buy	23,318 +1,687	+8%	+$120K	1.03%	17
2025 Q4	$1.5M	Buy	21,631 +1,109	+5%	+$75.4K	0.96%	20
2025 Q3	$1.38M	Buy	20,522 +114	+0.6%	+$7.39K	0.95%	26
2025 Q2	$1.28M	Sell	20,408 -1,188	-6%	-$69.9K	0.95%	24
2025 Q1	$1.26M	Sell	21,596 -477	-2%	-$29K	1.03%	17
2024 Q4	$1.31M	Buy	+22,073	New	+$1.35M	1.46%	18

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

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

Grantvest Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.8% in Q2 2026, buying an estimated $31.8K and bringing the position to 23,741 shares worth $1.92M. The position accounts for 1.12% of the portfolio, ranked #16.

Grantvest Financial Group first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Grantvest Financial Group held 23,741 shares of First Trust Rising Dividend Achievers ETF worth $1.92M as of Q2 2026.
Grantvest Financial Group bought 423 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $31.8K.
First Trust Rising Dividend Achievers ETF made up 1.12% of Grantvest Financial Group's portfolio in Q2 2026, its #16 holding.
Grantvest Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.