Key Financial Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Key Financial Inc’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	$134K	Buy	1,647 +190	+13%	+$14.3K	0.02%	372
2026 Q1	$99.5K	Hold	1,457	–	–	0.02%	404
2025 Q4	$101K	Buy	1,457 +603	+71%	+$41K	0.02%	393
2025 Q3	$57.4K	Sell	854 -115	-12%	-$7.46K	0.01%	493
2025 Q2	$60.8K	Hold	969	–	–	0.01%	456
2025 Q1	$56.7K	Hold	969	–	–	0.01%	463
2024 Q4	$57.3K	Hold	969	–	–	0.01%	458
2024 Q3	$57.4K	Hold	969	–	–	0.01%	459
2024 Q2	$53.1K	Hold	969	–	–	0.01%	459
2024 Q1	$54.4K	Hold	969	–	–	0.01%	423
2023 Q4	$50.1K	Hold	969	–	–	0.01%	426
2023 Q3	$44.5K	Hold	969	–	–	0.02%	427
2023 Q2	$45.6K	Buy	969 +115	+13%	+$5.2K	0.02%	421
2023 Q1	$38.3K	Hold	854	–	–	0.01%	432
2022 Q4	$33.2K	Hold	854	–	–	0.02%	427
2022 Q3	$33K	Hold	854	–	–	0.02%	430
2022 Q2	$35K	Buy	854 +616	+259%	+$27.9K	0.02%	421
2022 Q1	$12K	Hold	238	–	–	0.01%	597
2021 Q4	$12K	Hold	238	–	–	0.01%	563
2021 Q3	$11K	Hold	238	–	–	0.01%	565
2021 Q2	$11K	Hold	238	–	–	0.01%	558
2021 Q1	$11K	Hold	238	–	–	0.01%	478
2020 Q4	$10K	Buy	+238	New	+$8.66K	0.01%	463

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

Key Financial Inc's RDVY Position: Q2 2026 in Review

Key Financial Inc increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,647 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #372.

Key Financial Inc first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Key Financial Inc held 1,647 shares of First Trust Rising Dividend Achievers ETF worth $134K as of Q2 2026.
Key Financial Inc bought 190 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $14.3K.
First Trust Rising Dividend Achievers ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #372 holding.
Key Financial Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.