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

HHM Wealth 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	$325	Buy	+4	New	+$301	﹤0.01%	863
2023 Q3	–	Sell	-135	Closed	-$6.36K	–	810
2023 Q2	$6.36K	Hold	135	–	–	﹤0.01%	624
2023 Q1	$6.06K	Hold	135	–	–	﹤0.01%	613
2022 Q4	$5.93K	Hold	135	–	–	﹤0.01%	518
2022 Q3	$5K	Sell	135 -278	-67%	-$12K	﹤0.01%	540
2022 Q2	$17K	Buy	413 +278	+206%	+$12.6K	﹤0.01%	453
2022 Q1	$7K	Hold	135	–	–	﹤0.01%	579
2021 Q4	$7K	Buy	+135	New	+$6.81K	﹤0.01%	554

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HHM Wealth Advisors's RDVY Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 4 shares worth $325. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in RDVY as recently as Q2 2023.

HHM Wealth Advisors first reported a position in RDVY in Q4 2021 and has held it in 8 quarters since. The position peaked at $17K in Q2 2022. 183 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

HHM Wealth Advisors held 4 shares of First Trust Rising Dividend Achievers ETF worth $325 as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new HHM Wealth Advisors position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #863 holding.
HHM Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 8 quarters since.
HHM Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $17K in Q2 2022.
183 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.