HBW Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

HBW Advisory 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	$14.1M	Buy	174,558 +17,345	+11%	+$1.3M	1.28%	16
2026 Q1	$10.7M	Buy	157,213 +7,014	+5%	+$499K	1.13%	14
2025 Q4	$10.4M	Sell	150,199 -6,758	-4%	-$459K	1.13%	16
2025 Q3	$10.6M	Buy	156,957 +43,279	+38%	+$2.81M	1.19%	15
2025 Q2	$7.13M	Buy	113,678 +809	+0.7%	+$47.6K	0.88%	23
2025 Q1	$6.61M	Buy	112,869 +9,374	+9%	+$570K	0.94%	20
2024 Q4	$6.12M	Buy	103,495 +856	+0.8%	+$52.2K	0.63%	26
2024 Q3	$6.08M	Buy	102,639 +59,586	+138%	+$3.39M	0.89%	21
2024 Q2	$2.36M	Buy	43,053 +4,991	+13%	+$273K	0.39%	83
2024 Q1	$1.97M	Hold	38,062	–	–	0.37%	86
2023 Q4	$1.97M	Buy	38,062 +625	+2%	+$29.5K	0.37%	86
2023 Q3	$1.72M	Buy	37,437 +17,905	+92%	+$856K	0.36%	86
2023 Q2	$920K	Sell	19,532 -8,056	-29%	-$364K	0.2%	118
2023 Q1	$1.24M	Sell	27,588 -450	-2%	-$20.7K	0.31%	86
2022 Q4	$1.23M	Buy	28,038 +1,652	+6%	+$72.2K	0.32%	85
2022 Q3	$1.03M	Buy	26,386 +400	+2%	+$17.2K	0.29%	96
2022 Q2	$1.06M	Buy	25,986 +480	+2%	+$21.8K	0.27%	100
2022 Q1	$1.25M	Buy	25,506 +4,823	+23%	+$241K	0.44%	72
2021 Q4	$1.07M	Buy	20,683 +3,897	+23%	+$197K	0.25%	98
2021 Q3	$797K	Buy	16,786 +2,913	+21%	+$141K	0.21%	120
2021 Q2	$666K	Buy	13,873 +6,334	+84%	+$303K	0.18%	129
2021 Q1	$343K	Buy	+7,539	New	+$321K	0.09%	178

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

HBW Advisory Services's RDVY Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, buying an estimated $1.3M and bringing the position to 174,558 shares worth $14.1M. The position accounts for 1.28% of the portfolio, ranked #16.

HBW Advisory Services first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

HBW Advisory Services held 174,558 shares of First Trust Rising Dividend Achievers ETF worth $14.1M as of Q2 2026.
HBW Advisory Services bought 17,345 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.3M.
First Trust Rising Dividend Achievers ETF made up 1.28% of HBW Advisory Services's portfolio in Q2 2026, its #16 holding.
HBW Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.