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

Kapstone Financial Advisors’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	$1.23M	Sell	15,149 -474	-3%	-$35.6K	0.51%	39
2026 Q1	$1.07M	Buy	15,623 +988	+7%	+$70.3K	0.52%	38
2025 Q4	$1.02M	Buy	14,635 +44	+0.3%	+$2.99K	0.51%	34
2025 Q3	$981K	Sell	14,591 -263	-2%	-$17.1K	0.46%	34
2025 Q2	$932K	Buy	14,854 +2,055	+16%	+$121K	0.46%	34
2025 Q1	$749K	Sell	12,799 -355	-3%	-$21.6K	0.42%	39
2024 Q4	$825K	Buy	13,154 +140	+1%	+$8.54K	0.44%	38
2024 Q3	$767K	Hold	13,014	–	–	0.47%	38
2024 Q2	$713K	Hold	13,014	–	–	0.47%	38
2024 Q1	$731K	Buy	13,014 +1,912	+17%	+$100K	0.5%	38
2023 Q4	$571K	Sell	11,102 -29	-0.3%	-$1.37K	0.45%	45
2023 Q3	$511K	Sell	11,131 -523	-4%	-$25K	0.46%	47
2023 Q2	$575K	Buy	11,654 +2,441	+26%	+$110K	0.48%	47
2023 Q1	$420K	Buy	9,213 +222	+2%	+$10.2K	0.38%	58
2022 Q4	$440K	Buy	+8,991	New	+$393K	0.4%	53

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

Kapstone Financial Advisors's RDVY Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3% in Q2 2026, selling an estimated $35.6K and leaving 15,149 shares worth $1.23M. The position accounts for 0.51% of the portfolio, ranked #39.

Kapstone Financial Advisors first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Kapstone Financial Advisors held 15,149 shares of First Trust Rising Dividend Achievers ETF worth $1.23M as of Q2 2026.
Kapstone Financial Advisors sold 474 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $35.6K.
First Trust Rising Dividend Achievers ETF made up 0.51% of Kapstone Financial Advisors's portfolio in Q2 2026, its #39 holding.
Kapstone Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.