Key Client Fiduciary Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Key Client Fiduciary Advisors’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	$23.1M	Buy	285,320 +4,556	+2%	+$343K	6.67%	2
2026 Q1	$19.2M	Sell	280,764 -1,905	-0.7%	-$136K	6.52%	1
2025 Q4	$19.6M	Sell	282,669 -9,561	-3%	-$650K	6.7%	1
2025 Q3	$19.7M	Buy	292,230 +575	+0.2%	+$37.3K	6.51%	2
2025 Q2	$18.3M	Sell	291,655 -1,636	-0.6%	-$96.2K	7.4%	1
2025 Q1	$17.2M	Sell	293,291 -1,059	-0.4%	-$64.4K	7.81%	1
2024 Q4	$17.4M	Sell	294,350 -6,636	-2%	-$405K	7.67%	1
2024 Q3	$17.8M	Sell	300,986 -1,706	-0.6%	-$97K	7.98%	1
2024 Q2	$16.6M	Buy	302,692 +129,939	+75%	+$7.1M	8.24%	1
2024 Q1	$9.7M	Sell	172,753 -1,445	-0.8%	-$75.8K	5.15%	2
2023 Q4	$9M	Buy	174,198 +1,764	+1%	+$83.4K	5.22%	2
2023 Q3	$7.92M	Sell	172,434 -3,584	-2%	-$171K	4.86%	3
2023 Q2	$8.29M	Buy	176,018 +3,423	+2%	+$155K	4.82%	2
2023 Q1	$7.74M	Buy	172,595 +12,396	+8%	+$569K	4.83%	2
2022 Q4	$7.04M	Buy	160,199 +29,949	+23%	+$1.31M	4.75%	1
2022 Q3	$5.06M	Buy	130,250 +16,247	+14%	+$699K	4.58%	3
2022 Q2	$4.67M	Buy	114,003 +36,637	+47%	+$1.66M	4.55%	3
2022 Q1	$3.79M	Buy	77,366 +54,701	+241%	+$2.73M	3%	9
2021 Q4	$1.17M	Buy	+22,665	New	+$1.14M	0.97%	30

Other funds holding RDVY

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return