Kennedy Investment Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kennedy Investment 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	$238K	Sell	2,933 -149	-5%	-$11.2K	0.08%	134
2026 Q1	$210K	Sell	3,082 -71	-2%	-$5.05K	0.08%	129
2025 Q4	$219K	Sell	3,153 -394	-11%	-$26.8K	0.08%	130
2025 Q3	$239K	Sell	3,547 -121	-3%	-$7.85K	0.09%	125
2025 Q2	$230K	Sell	3,668 -323	-8%	-$19K	0.1%	123
2025 Q1	$234K	Sell	3,991 -230	-5%	-$14K	0.11%	115
2024 Q4	$250K	Sell	4,221 -159	-4%	-$9.7K	0.11%	111
2024 Q3	$259K	Sell	4,380 -5	-0.1%	-$284	0.12%	113
2024 Q2	$240K	Sell	4,385 -57	-1%	-$3.12K	0.12%	109
2024 Q1	$249K	Sell	4,442 -48	-1%	-$2.52K	0.13%	109
2023 Q4	$232K	Sell	4,490 -194	-4%	-$9.17K	0.13%	106
2023 Q3	$215K	Sell	4,684 -138	-3%	-$6.6K	0.13%	106
2023 Q2	$227K	Sell	4,822 -56	-1%	-$2.53K	0.13%	104
2023 Q1	$219K	Sell	4,878 -235	-5%	-$10.8K	0.13%	108
2022 Q4	$225K	Buy	+5,113	New	+$224K	0.14%	106

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

Kennedy Investment Group's RDVY Position: Q2 2026 in Review

Kennedy Investment Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.8% in Q2 2026, selling an estimated $11.2K and leaving 2,933 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #134.

Kennedy Investment Group first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $259K in Q3 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Kennedy Investment Group held 2,933 shares of First Trust Rising Dividend Achievers ETF worth $238K as of Q2 2026.
Kennedy Investment Group sold 149 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $11.2K.
First Trust Rising Dividend Achievers ETF made up 0.08% of Kennedy Investment Group's portfolio in Q2 2026, its #134 holding.
Kennedy Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's First Trust Rising Dividend Achievers ETF position peaked at $259K in Q3 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.