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HFG Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

HFG Advisors’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 		$10.5M Buy
129,507
+3,111
+2% +$234K 6.55% 3
2026
Q1 		$8.63M Buy
126,396
+22,960
+22% +$1.63M 6.07% 3
2025
Q4 		$7.19M Buy
103,436
+2,787
+3% +$189K 5.21% 3
2025
Q3 		$6.77M Buy
100,649
+1,877
+2% +$122K 4.99% 3
2025
Q2 		$6.2M Buy
98,772
+1,199
+1% +$70.5K 4.91% 3
2025
Q1 		$5.71M Sell
97,573
-5,875
-6% -$357K 4.88% 4
2024
Q4 		$6.12M Buy
103,448
+1,739
+2% +$106K 5.35% 3
2024
Q3 		$6.02M Buy
101,709
+6,636
+7% +$377K 5.33% 3
2024
Q2 		$5.21M Buy
95,073
+2,874
+3% +$157K 4.86% 3
2024
Q1 		$5.18M Buy
92,199
+5,234
+6% +$275K 4.59% 3
2023
Q4 		$4.49M Buy
86,965
+1,672
+2% +$79K 4.33% 5
2023
Q3 		$3.92M Buy
85,293
+2,408
+3% +$115K 4.29% 6
2023
Q2 		$3.9M Sell
82,885
-106
-0.1% -$4.79K 4.12% 6
2023
Q1 		$3.72M Buy
82,991
+1,502
+2% +$69K 4.24% 6
2022
Q4 		$3.58M Buy
81,489
+3,563
+5% +$156K 4.21% 6
2022
Q3 		$3.03M Sell
77,926
-11,371
-13% -$489K 4.21% 4
2022
Q2 		$3.65M Buy
89,297
+3,204
+4% +$145K 4.93% 3
2022
Q1 		$4.22M Buy
+86,093
New +$4.3M 4.82% 3

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

HFG Advisors's RDVY Position: Q2 2026 in Review

HFG Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.5% in Q2 2026, buying an estimated $234K and bringing the position to 129,507 shares worth $10.5M. The position accounts for 6.55% of the portfolio, ranked #3.

HFG Advisors first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • HFG Advisors held 129,507 shares of First Trust Rising Dividend Achievers ETF worth $10.5M as of Q2 2026.
  • HFG Advisors bought 3,111 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $234K.
  • First Trust Rising Dividend Achievers ETF made up 6.55% of HFG Advisors's portfolio in Q2 2026, its #3 holding.
  • HFG Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.