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

Keystone Financial Services (Nebraska)’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	$1.07M	Sell	13,242 -253	-2%	-$19K	0.64%	24
2026 Q1	$921K	Sell	13,495 -881	-6%	-$62.7K	0.62%	26
2025 Q4	$999K	Sell	14,376 -312	-2%	-$21.2K	0.68%	27
2025 Q3	$988K	Sell	14,688 -118	-0.8%	-$7.66K	0.69%	27
2025 Q2	$929K	Buy	14,806 +63	+0.4%	+$3.71K	0.71%	27
2025 Q1	$863K	Sell	14,743 -37	-0.3%	-$2.25K	0.73%	26
2024 Q4	$874K	Buy	+14,780	New	+$902K	0.8%	22

Other funds holding RDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Keystone Financial Services (Nebraska)'s RDVY Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q2 2026, selling an estimated $19K and leaving 13,242 shares worth $1.07M. The position accounts for 0.64% of the portfolio, ranked #24.

Keystone Financial Services (Nebraska) first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Keystone Financial Services (Nebraska) held 13,242 shares of First Trust Rising Dividend Achievers ETF worth $1.07M as of Q2 2026.
Keystone Financial Services (Nebraska) sold 253 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $19K.
First Trust Rising Dividend Achievers ETF made up 0.64% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #24 holding.
Keystone Financial Services (Nebraska) first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.