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Insight Inv LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Insight Inv LLC’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 		$7.1M Buy
87,609
+1,730
+2% +$130K 3.35% 5
2026
Q1 		$5.86M Buy
85,879
+10,588
+14% +$754K 3.21% 2
2025
Q4 		$5.23M Buy
75,291
+6,639
+10% +$451K 2.93% 3
2025
Q3 		$4.62M Sell
68,652
-7,302
-10% -$474K 2.71% 4
2025
Q2 		$4.77M Buy
75,954
+1,100
+1% +$64.7K 3.2% 3
2025
Q1 		$4.38M Buy
74,854
+15,120
+25% +$919K 3.01% 2
2024
Q4 		$3.53M Buy
+59,734
New +$3.64M 2.46% 7

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Insight Inv LLC's RDVY Position: Q2 2026 in Review

Insight Inv LLC increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2% in Q2 2026, buying an estimated $130K and bringing the position to 87,609 shares worth $7.1M. The position accounts for 3.35% of the portfolio, ranked #5.

Insight Inv LLC first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Insight Inv LLC held 87,609 shares of First Trust Rising Dividend Achievers ETF worth $7.1M as of Q2 2026.
  • Insight Inv LLC bought 1,730 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $130K.
  • First Trust Rising Dividend Achievers ETF made up 3.35% of Insight Inv LLC's portfolio in Q2 2026, its #5 holding.
  • Insight Inv LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.