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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$188K Hold
2,324
0.01% 335
2026
Q1
$159K Hold
2,324
0.02% 187
2025
Q4
$161K Buy
2,324
+300
+15% +$20.4K 0.02% 184
2025
Q3
$136K Buy
2,024
+1,800
+804% +$117K 0.01% 180
2025
Q2
$14.1K Hold
224
﹤0.01% 298
2025
Q1
$13.1K Buy
+224
New +$13.6K ﹤0.01% 300

Other funds holding RDVY

IMA Advisory Services's RDVY Position: Q2 2026 in Review

IMA Advisory Services held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 2,324 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #335.

IMA Advisory Services first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • IMA Advisory Services held 2,324 shares of First Trust Rising Dividend Achievers ETF worth $188K as of Q2 2026.
  • IMA Advisory Services left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #335 holding.
  • IMA Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.