Hofer & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hofer & Associates’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	$562K	Buy	6,934 +342	+5%	+$25.7K	0.27%	40
2026 Q1	$450K	Buy	6,592 +518	+9%	+$36.9K	0.24%	40
2025 Q4	$422K	Buy	6,074 +297	+5%	+$20.2K	0.22%	43
2025 Q3	$389K	Hold	5,777	–	–	0.22%	42
2025 Q2	$362K	Buy	5,777 +879	+18%	+$51.7K	0.23%	41
2025 Q1	$287K	Buy	4,898 +287	+6%	+$17.4K	0.19%	49
2024 Q4	$273K	Buy	4,611 +1,095	+31%	+$66.8K	0.18%	51
2024 Q3	$208K	Buy	+3,516	New	+$200K	0.14%	59

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

Hofer & Associates's RDVY Position: Q2 2026 in Review

Hofer & Associates increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.2% in Q2 2026, buying an estimated $25.7K and bringing the position to 6,934 shares worth $562K. The position accounts for 0.27% of the portfolio, ranked #40.

Hofer & Associates first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Hofer & Associates held 6,934 shares of First Trust Rising Dividend Achievers ETF worth $562K as of Q2 2026.
Hofer & Associates bought 342 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.7K.
First Trust Rising Dividend Achievers ETF made up 0.27% of Hofer & Associates's portfolio in Q2 2026, its #40 holding.
Hofer & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.