Kaydan Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kaydan Wealth Management’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	$1.63M	Buy	20,078 +466	+2%	+$35K	0.5%	31
2026 Q1	$1.34M	Buy	19,612 +460	+2%	+$32.7K	0.45%	30
2025 Q4	$1.33M	Buy	19,152 +275	+1%	+$18.7K	0.39%	32
2025 Q3	$1.27M	Buy	18,877 +59	+0.3%	+$3.83K	0.36%	37
2025 Q2	$1.18M	Buy	18,818 +414	+2%	+$24.3K	0.39%	36
2025 Q1	$1.08M	Buy	18,404 +207	+1%	+$12.6K	0.35%	35
2024 Q4	$1.08M	Buy	18,197 +405	+2%	+$24.7K	0.36%	34
2024 Q3	$1.05M	Sell	17,792 -303	-2%	-$17.2K	0.31%	35
2024 Q2	$991K	Sell	18,095 -556	-3%	-$30.4K	0.35%	37
2024 Q1	$1.05M	Buy	18,651 +206	+1%	+$10.8K	0.36%	32
2023 Q4	$953K	Buy	18,445 +145	+0.8%	+$6.85K	0.39%	34
2023 Q3	$841K	Sell	18,300 -224	-1%	-$10.7K	0.34%	33
2023 Q2	$872K	Sell	18,524 -175	-0.9%	-$7.92K	0.37%	31
2023 Q1	$839K	Sell	18,699 -888	-5%	-$40.8K	0.34%	30
2022 Q4	$860K	Buy	19,587 +35	+0.2%	+$1.53K	0.34%	32
2022 Q3	$760K	Sell	19,552 -1,986	-9%	-$85.4K	0.42%	31
2022 Q2	$881K	Buy	21,538 +911	+4%	+$41.3K	0.49%	31
2022 Q1	$1.01M	Buy	20,627 +882	+4%	+$44K	0.45%	35
2021 Q4	$1.02M	Buy	+19,745	New	+$996K	0.39%	35

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

Kaydan Wealth Management's RDVY Position: Q2 2026 in Review

Kaydan Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.4% in Q2 2026, buying an estimated $35K and bringing the position to 20,078 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #31.

Kaydan Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Kaydan Wealth Management held 20,078 shares of First Trust Rising Dividend Achievers ETF worth $1.63M as of Q2 2026.
Kaydan Wealth Management bought 466 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $35K.
First Trust Rising Dividend Achievers ETF made up 0.5% of Kaydan Wealth Management's portfolio in Q2 2026, its #31 holding.
Kaydan Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.