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Key Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Key Capital 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 		$18.7K Buy
231
+87
+60% +$6.54K 0.01% 262
2026
Q1 		$9.81K Buy
+144
New +$10.3K 0.01% 316

Other funds holding RDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Key Capital Management's RDVY Position: Q2 2026 in Review

Key Capital Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 60% in Q2 2026, buying an estimated $6.54K and bringing the position to 231 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #262.

Key Capital Management first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. 511 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Key Capital Management held 231 shares of First Trust Rising Dividend Achievers ETF worth $18.7K as of Q2 2026.
  • Key Capital Management bought 87 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.54K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #262 holding.
  • Key Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 511 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.