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Guardian Wealth Advisors (North Carolina)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$53.9M Buy
665,509
+20,114
+3% +$1.51M 3.03% 8
2026
Q1 		$44.1M Buy
645,395
+1,911
+0.3% +$136K 2.77% 8
2025
Q4 		$44.7M Buy
643,484
+39,482
+7% +$2.68M 2.78% 8
2025
Q3 		$40.6M Buy
604,002
+69,475
+13% +$4.51M 2.64% 8
2025
Q2 		$33.5M Buy
534,527
+21,650
+4% +$1.27M 2.36% 9
2025
Q1 		$30M Buy
512,877
+15,382
+3% +$935K 2.4% 9
2024
Q4 		$29.4M Buy
497,495
+14,984
+3% +$914K 2.32% 9
2024
Q3 		$28.6M Buy
482,511
+17,661
+4% +$1M 3.03% 9
2024
Q2 		$25.5M Buy
464,850
+48,512
+12% +$2.65M 2.98% 9
2024
Q1 		$23.4M Buy
416,338
+40,536
+11% +$2.13M 2.86% 9
2023
Q4 		$19.4M Sell
375,802
-1,789
-0.5% -$84.6K 2.95% 8
2023
Q3 		$17.4M Sell
377,591
-34,600
-8% -$1.65M 2.95% 7
2023
Q2 		$19.4M Buy
412,191
+1,767
+0.4% +$79.9K 3.33% 5
2023
Q1 		$18.4M Buy
410,424
+52,432
+15% +$2.41M 3.23% 6
2022
Q4 		$15.7M Sell
357,992
-3,210
-0.9% -$140K 3.02% 8
2022
Q3 		$14M Buy
361,202
+15,409
+4% +$663K 2.62% 8
2022
Q2 		$14.2M Buy
345,793
+331,478
+2,316% +$15M 2.58% 8
2022
Q1 		$701K Buy
14,315
+14,176
+10,199% +$708K 0.3% 56
2021
Q4 		$7K Buy
+139
New +$7.01K ﹤0.01% 214

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s RDVY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.1% in Q2 2026, buying an estimated $1.51M and bringing the position to 665,509 shares worth $53.9M. The position accounts for 3.03% of the portfolio, ranked #8.

Guardian Wealth Advisors (North Carolina) first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 665,509 shares of First Trust Rising Dividend Achievers ETF worth $53.9M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 20,114 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.51M.
  • First Trust Rising Dividend Achievers ETF made up 3.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #8 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.