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

Howard 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	$24.3M	Buy	299,667 +11,563	+4%	+$870K	2.43%	13
2026 Q1	$19.7M	Buy	288,104 +44,694	+18%	+$3.18M	2.22%	15
2025 Q4	$16.9M	Buy	243,410 +14,444	+6%	+$982K	1.98%	17
2025 Q3	$15.4M	Buy	228,966 +16,742	+8%	+$1.09M	1.88%	18
2025 Q2	$13.3M	Buy	212,224 +7,370	+4%	+$433K	1.75%	18
2025 Q1	$12M	Buy	204,854 +4,873	+2%	+$296K	1.63%	19
2024 Q4	$11.8M	Sell	199,981 -1,229	-0.6%	-$75K	1.61%	19
2024 Q3	$11.9M	Buy	201,210 +9,259	+5%	+$527K	1.72%	20
2024 Q2	$10.5M	Sell	191,951 -2,018	-1%	-$110K	1.72%	19
2024 Q1	$10.9M	Buy	193,969 +10,508	+6%	+$551K	1.88%	17
2023 Q4	$9.48M	Buy	183,461 +15,909	+9%	+$752K	1.83%	18
2023 Q3	$7.7M	Buy	167,552 +4,017	+2%	+$192K	1.77%	18
2023 Q2	$7.7M	Buy	163,535 +1,662	+1%	+$75.2K	1.84%	17
2023 Q1	$7.26M	Buy	161,873 +31,397	+24%	+$1.44M	1.77%	17
2022 Q4	$5.73M	Buy	130,476 +58,142	+80%	+$2.54M	1.51%	19
2022 Q3	$2.81M	Buy	72,334 +61,280	+554%	+$2.63M	0.91%	21
2022 Q2	$452K	Buy	11,054 +1,269	+13%	+$57.5K	0.15%	61
2022 Q1	$479K	Buy	+9,785	New	+$489K	0.14%	64

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

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

Howard Financial Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4% in Q2 2026, buying an estimated $870K and bringing the position to 299,667 shares worth $24.3M. The position accounts for 2.43% of the portfolio, ranked #13.

Howard Financial Services first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 176 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Howard Financial Services held 299,667 shares of First Trust Rising Dividend Achievers ETF worth $24.3M as of Q2 2026.
Howard Financial Services bought 11,563 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $870K.
First Trust Rising Dividend Achievers ETF made up 2.43% of Howard Financial Services's portfolio in Q2 2026, its #13 holding.
Howard Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
176 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.