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

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

Key Client Fiduciary Advisors's RDVY Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $343K and bringing the position to 285,320 shares worth $23.1M. The position accounts for 6.67% of the portfolio, ranked #2.

Key Client Fiduciary Advisors first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Key Client Fiduciary Advisors held 285,320 shares of First Trust Rising Dividend Achievers ETF worth $23.1M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 4,556 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $343K.
  • First Trust Rising Dividend Achievers ETF made up 6.67% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #2 holding.
  • Key Client Fiduciary Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.