Hantz Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hantz Financial Services’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	$253K	Hold	3,116	–	–	﹤0.01%	1013
2026 Q1	$213K	Buy	3,116 +2,958	+1,872%	+$211K	﹤0.01%	972
2025 Q4	$11K	Hold	158	–	–	﹤0.01%	1974
2025 Q3	$11K	Hold	158	–	–	﹤0.01%	1802
2025 Q2	$10K	Sell	158 -354	-69%	-$20.8K	﹤0.01%	1518
2025 Q1	$30K	Buy	+512	New	+$31.1K	﹤0.01%	776
2022 Q1	–	Sell	-270	Closed	-$14K	–	1113
2021 Q4	$14K	Buy	+270	New	+$13.6K	﹤0.01%	660

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

Hantz Financial Services's RDVY Position: Q2 2026 in Review

Hantz Financial Services held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 3,116 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Hantz Financial Services first reported a position in RDVY in Q4 2021 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Hantz Financial Services held 3,116 shares of First Trust Rising Dividend Achievers ETF worth $253K as of Q2 2026.
Hantz Financial Services left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1013 holding.
Hantz Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.