Keystone Financial Group (Kentucky)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Keystone Financial Group (Kentucky)’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	$3.71M	Buy	45,782 +4,378	+11%	+$329K	0.22%	85
2026 Q1	$2.83M	Buy	41,404 +1,374	+3%	+$97.8K	0.19%	94
2025 Q4	$2.78M	Buy	40,030 +1,196	+3%	+$81.3K	0.21%	86
2025 Q3	$2.61M	Buy	38,834 +2,525	+7%	+$164K	0.2%	83
2025 Q2	$2.28M	Sell	36,309 -2,873	-7%	-$169K	0.21%	87
2025 Q1	$2.29M	Buy	39,182 +818	+2%	+$49.7K	0.23%	87
2024 Q4	$2.27M	Sell	38,364 -498	-1%	-$30.4K	0.22%	86
2024 Q3	$2.3M	Buy	+38,862	New	+$2.21M	0.29%	66
2024 Q2	–	Sell	-38,841	Closed	-$2.18M	–	267
2024 Q1	$2.18M	Buy	38,841 +2,940	+8%	+$154K	0.32%	65
2023 Q4	$1.85M	Sell	35,901 -802	-2%	-$37.9K	0.32%	63
2023 Q3	$1.69M	Sell	36,703 -115,244	-76%	-$5.51M	0.28%	71
2023 Q2	$7.16M	Buy	+151,947	New	+$6.87M	1.22%	17
2022 Q4	$6.7M	Buy	152,649 +36,115	+31%	+$1.58M	1.32%	16
2022 Q3	$4.53M	Sell	116,534 -68,506	-37%	-$2.95M	0.92%	25
2022 Q2	$7.57M	Sell	185,040 -297	-0.2%	-$13.5K	1.5%	13
2022 Q1	$9.08M	Buy	185,337 +16,757	+10%	+$837K	1.54%	14
2021 Q4	$8.73M	Buy	168,580 +14,366	+9%	+$725K	1.43%	13
2021 Q3	$7.32M	Buy	154,214 +8,481	+6%	+$411K	1.32%	15
2021 Q2	$7M	Buy	145,733 +13,073	+10%	+$626K	1.27%	18
2021 Q1	$6.04M	Buy	+132,660	New	+$5.66M	1.18%	18

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s RDVY Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, buying an estimated $329K and bringing the position to 45,782 shares worth $3.71M. The position accounts for 0.22% of the portfolio, ranked #85.

Keystone Financial Group (Kentucky) first reported a position in RDVY in Q1 2021 and has held it in 20 quarters since. The position peaked at $9.08M in Q1 2022. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Keystone Financial Group (Kentucky) held 45,782 shares of First Trust Rising Dividend Achievers ETF worth $3.71M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 4,378 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $329K.
First Trust Rising Dividend Achievers ETF made up 0.22% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #85 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 20 quarters since.
Keystone Financial Group (Kentucky)'s First Trust Rising Dividend Achievers ETF position peaked at $9.08M in Q1 2022.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.