IFG Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

IFG Advisory’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	$20M	Buy	+246,860	New	+$18.6M	0.7%	18
2026 Q1	–	Sell	-196,626	Closed	-$13.7M	–	753
2025 Q4	$13.7M	Sell	196,626 -15,540	-7%	-$1.06M	0.6%	30
2025 Q3	$14.3M	Buy	212,166 +6,347	+3%	+$412K	0.65%	27
2025 Q2	$12.9M	Buy	205,819 +10,085	+5%	+$593K	0.65%	27
2025 Q1	$11.5M	Buy	195,734 +1,651	+0.9%	+$100K	0.63%	27
2024 Q4	$11.5M	Sell	194,083 -3,839	-2%	-$234K	0.65%	28
2024 Q3	$11.7M	Sell	197,922 -959	-0.5%	-$54.5K	0.75%	23
2024 Q2	$10.9M	Buy	198,881 +133,420	+204%	+$7.29M	0.7%	23
2024 Q1	$3.68M	Buy	65,461 +23,343	+55%	+$1.22M	0.27%	111
2023 Q4	$2.18M	Sell	42,118 -752	-2%	-$35.5K	0.16%	164
2023 Q3	$1.97M	Sell	42,870 -10,722	-20%	-$513K	0.17%	168
2023 Q2	$2.52M	Sell	53,592 -50,325	-48%	-$2.28M	0.22%	134
2023 Q1	$4.66M	Buy	103,917 +2,203	+2%	+$101K	0.44%	56
2022 Q4	$4.47M	Sell	101,714 -541	-0.5%	-$23.7K	0.44%	51
2022 Q3	$3.98M	Sell	102,255 -74,041	-42%	-$3.18M	0.36%	61
2022 Q2	$7.21M	Sell	176,296 -27,719	-14%	-$1.26M	0.77%	26
2022 Q1	$10M	Buy	204,015 +72,993	+56%	+$3.64M	1.01%	15
2021 Q4	$6.79M	Buy	131,022 +96,577	+280%	+$4.87M	0.66%	32
2021 Q3	$1.64M	Buy	34,445 +9,864	+40%	+$478K	0.18%	153
2021 Q2	$1.18M	Buy	24,581 +12,594	+105%	+$603K	0.13%	180
2021 Q1	$545K	Sell	11,987 -2,224	-16%	-$94.8K	0.07%	280
2020 Q4	$567K	Sell	14,211 -603	-4%	-$21.9K	0.08%	247
2020 Q3	$484K	Sell	14,814 -1,120	-7%	-$36.4K	0.08%	238
2020 Q2	$491K	Sell	15,934 -990	-6%	-$28.8K	0.09%	223
2020 Q1	$433K	Sell	16,924 -1,034	-6%	-$33.6K	0.1%	211
2019 Q4	$644K	Sell	17,958 -1,422	-7%	-$48.2K	0.12%	201
2019 Q3	$617K	Buy	+19,380	New	+$606K	0.12%	197

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

IFG Advisory's RDVY Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 246,860 shares worth $20M. The stake represents 0.7% of the portfolio and ranks #18 among its holdings. This is a return to the name: IFG Advisory previously reported a position in RDVY as recently as Q4 2025.

IFG Advisory first reported a position in RDVY in Q3 2019 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

IFG Advisory held 246,860 shares of First Trust Rising Dividend Achievers ETF worth $20M as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new IFG Advisory position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.7% of IFG Advisory's portfolio in Q2 2026, its #18 holding.
IFG Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and has held it in 27 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.