IF
RDVY icon

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

Intrua Financial’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 		$2.37M Buy
29,284
+1,746
+6% +$131K 0.22% 88
2026
Q1 		$1.88M Sell
27,538
-237
-0.9% -$16.9K 0.19% 97
2025
Q4 		$1.93M Sell
27,775
-235
-0.8% -$16K 0.2% 91
2025
Q3 		$1.88M Buy
28,010
+107
+0.4% +$6.94K 0.2% 93
2025
Q2 		$1.75M Buy
27,903
+512
+2% +$30.1K 0.23% 78
2025
Q1 		$1.6M Buy
27,391
+1,395
+5% +$84.8K 0.23% 82
2024
Q4 		$1.54M Sell
25,996
-1,470
-5% -$89.7K 0.24% 80
2024
Q3 		$1.63M Sell
27,466
-15,603
-36% -$887K 0.24% 76
2024
Q2 		$2.36M Buy
43,069
+2,760
+7% +$151K 0.35% 56
2024
Q1 		$2.26M Sell
40,309
-64,370
-61% -$3.38M 0.33% 62
2023
Q4 		$5.41M Buy
104,679
+94,163
+895% +$4.45M 0.79% 26
2023
Q3 		$483K Buy
10,516
+311
+3% +$14.9K 0.08% 201
2023
Q2 		$481K Buy
10,205
+499
+5% +$22.6K 0.08% 203
2023
Q1 		$420K Buy
9,706
+966
+11% +$44.4K 0.09% 205
2022
Q4 		$393K Buy
8,740
+1,552
+22% +$67.9K 0.09% 214
2022
Q3 		$279K Buy
7,188
+423
+6% +$18.2K 0.07% 240
2022
Q2 		$277K Buy
6,765
+1,192
+21% +$54K 0.06% 299
2022
Q1 		$273K Buy
5,573
+1,037
+23% +$51.8K 0.05% 316
2021
Q4 		$235K Buy
+4,536
New +$229K 0.04% 337

Other funds holding RDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Intrua Financial's RDVY Position: Q2 2026 in Review

Intrua Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.3% in Q2 2026, buying an estimated $131K and bringing the position to 29,284 shares worth $2.37M. The position accounts for 0.22% of the portfolio, ranked #88.

Intrua Financial first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.41M in Q4 2023. 367 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Intrua Financial held 29,284 shares of First Trust Rising Dividend Achievers ETF worth $2.37M as of Q2 2026.
  • Intrua Financial bought 1,746 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $131K.
  • First Trust Rising Dividend Achievers ETF made up 0.22% of Intrua Financial's portfolio in Q2 2026, its #88 holding.
  • Intrua Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • Intrua Financial's First Trust Rising Dividend Achievers ETF position peaked at $5.41M in Q4 2023.
  • 367 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.