Kestra Private Wealth Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kestra Private Wealth Services’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	$78M	Buy	961,997 +26,381	+3%	+$1.98M	0.86%	17
2026 Q1	$63.9M	Buy	935,616 +54,487	+6%	+$3.88M	0.79%	20
2025 Q4	$61.2M	Buy	881,129 +20,302	+2%	+$1.38M	0.76%	23
2025 Q3	$57.9M	Buy	860,827 +12,327	+1%	+$800K	0.75%	23
2025 Q2	$53.2M	Buy	848,500 +179,972	+27%	+$10.6M	0.77%	22
2025 Q1	$39.1M	Buy	668,528 +8,499	+1%	+$517K	0.65%	21
2024 Q4	$39M	Sell	660,029 -32,043	-5%	-$1.96M	0.66%	24
2024 Q3	$41M	Sell	692,072 -6,484	-0.9%	-$369K	0.75%	21
2024 Q2	$38.2M	Buy	698,556 +17,252	+3%	+$943K	0.77%	22
2024 Q1	$38.3M	Buy	681,304 +125,156	+23%	+$6.57M	0.86%	16
2023 Q4	$28.7M	Buy	556,148 +216,616	+64%	+$10.2M	0.73%	18
2023 Q3	$15.6M	Buy	339,532 +59,121	+21%	+$2.83M	0.49%	44
2023 Q2	$13.2M	Sell	280,411 -106,193	-27%	-$4.8M	0.45%	47
2023 Q1	$17.3M	Buy	386,604 +71,734	+23%	+$3.3M	0.69%	22
2022 Q4	$13.8M	Buy	314,870 +23,893	+8%	+$1.04M	0.7%	23
2022 Q3	$11.3M	Buy	290,977 +70,629	+32%	+$3.04M	0.65%	23
2022 Q2	$9.02M	Sell	220,348 -10,798	-5%	-$490K	0.51%	39
2022 Q1	$11.3M	Buy	231,146 +88,724	+62%	+$4.43M	0.56%	31
2021 Q4	$7.38M	Buy	142,422 +44,851	+46%	+$2.26M	0.35%	65
2021 Q3	$4.63M	Buy	97,571 +58,199	+148%	+$2.82M	0.26%	91
2021 Q2	$1.89M	Buy	39,372 +30,207	+330%	+$1.45M	0.12%	202
2021 Q1	$417K	Buy	9,165 +3,819	+71%	+$163K	0.03%	500
2020 Q4	$212K	Buy	+5,346	New	+$195K	0.02%	655

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

Kestra Private Wealth Services's RDVY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.8% in Q2 2026, buying an estimated $1.98M and bringing the position to 961,997 shares worth $78M. The position accounts for 0.86% of the portfolio, ranked #17.

Kestra Private Wealth Services first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Kestra Private Wealth Services held 961,997 shares of First Trust Rising Dividend Achievers ETF worth $78M as of Q2 2026.
Kestra Private Wealth Services bought 26,381 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.98M.
First Trust Rising Dividend Achievers ETF made up 0.86% of Kestra Private Wealth Services's portfolio in Q2 2026, its #17 holding.
Kestra Private Wealth Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.