KIG
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return