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

Huntleigh 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	$10.1M	Buy	124,358 +5,811	+5%	+$437K	1.41%	12
2026 Q1	$8.09M	Buy	118,547 +3,393	+3%	+$242K	1.38%	13
2025 Q4	$8M	Buy	115,154 +3,991	+4%	+$271K	1.35%	12
2025 Q3	$7.48M	Buy	111,163 +2,688	+2%	+$174K	1.28%	14
2025 Q2	$6.81M	Buy	108,475 +16,221	+18%	+$954K	1.31%	14
2025 Q1	$5.4M	Buy	92,254 +3,956	+4%	+$240K	0.9%	23
2024 Q4	$5.22M	Buy	+88,298	New	+$5.39M	1.12%	16

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

Huntleigh Advisors's RDVY Position: Q2 2026 in Review

Huntleigh Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.9% in Q2 2026, buying an estimated $437K and bringing the position to 124,358 shares worth $10.1M. The position accounts for 1.41% of the portfolio, ranked #12.

Huntleigh Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Huntleigh Advisors held 124,358 shares of First Trust Rising Dividend Achievers ETF worth $10.1M as of Q2 2026.
Huntleigh Advisors bought 5,811 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $437K.
First Trust Rising Dividend Achievers ETF made up 1.41% of Huntleigh Advisors's portfolio in Q2 2026, its #12 holding.
Huntleigh Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.