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Independent Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Independent Financial Group’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 		$29M Sell
357,875
-2,864
-0.8% -$215K 0.54% 29
2026
Q1 		$24.6M Buy
360,739
+37,290
+12% +$2.65M 0.55% 26
2025
Q4 		$22.5M Sell
323,449
-118,811
-27% -$8.08M 0.5% 30
2025
Q3 		$29.7M Sell
442,260
-64,228
-13% -$4.17M 0.71% 18
2025
Q2 		$31.8M Buy
506,488
+47,071
+10% +$2.77M 0.88% 14
2025
Q1 		$26.9M Buy
459,417
+26,656
+6% +$1.62M 0.92% 12
2024
Q4 		$25.6M Buy
432,761
+26,082
+6% +$1.59M 0.85% 14
2024
Q3 		$24.1M Buy
406,679
+15,542
+4% +$884K 0.89% 12
2024
Q2 		$21.4M Buy
391,137
+60,447
+18% +$3.3M 0.86% 15
2024
Q1 		$18.6M Buy
330,690
+129,857
+65% +$6.81M 0.85% 14
2023
Q4 		$10.4M Buy
200,833
+10,713
+6% +$506K 0.55% 23
2023
Q3 		$8.74M Buy
190,120
+61,090
+47% +$2.92M 0.57% 21
2023
Q2 		$6.08M Sell
129,030
-26,712
-17% -$1.21M 0.42% 38
2023
Q1 		$6.99M Sell
155,742
-8,028
-5% -$369K 0.56% 24
2022
Q4 		$7.19M Buy
163,770
+4,427
+3% +$194K 0.62% 20
2022
Q3 		$6.2M Buy
159,343
+1,889
+1% +$81.2K 0.56% 23
2022
Q2 		$6.44M Sell
157,454
-672,905
-81% -$30.5M 0.69% 17
2022
Q1 		$40.7M Buy
830,359
+19,832
+2% +$990K 3.31% 3
2021
Q4 		$42M Buy
810,527
+49,209
+6% +$2.48M 3.47% 3
2021
Q3 		$36.1M Buy
761,318
+143,557
+23% +$6.96M 3.69% 2
2021
Q2 		$29.7M Buy
617,761
+465,034
+304% +$22.3M 3.15% 3
2021
Q1 		$6.95M Buy
+152,727
New +$6.51M 0.9% 11

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group's RDVY Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.79% in Q2 2026, selling an estimated $215K and leaving 357,875 shares worth $29M. The position accounts for 0.54% of the portfolio, ranked #29.

Independent Financial Group first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $42M in Q4 2021. 782 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Independent Financial Group held 357,875 shares of First Trust Rising Dividend Achievers ETF worth $29M as of Q2 2026.
  • Independent Financial Group sold 2,864 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $215K.
  • First Trust Rising Dividend Achievers ETF made up 0.54% of Independent Financial Group's portfolio in Q2 2026, its #29 holding.
  • Independent Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $42M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.