Keystone Wealth Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Keystone Wealth Services’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	$2.05M	Sell	25,274 -1,873	-7%	-$141K	0.38%	65
2026 Q1	$1.85M	Buy	27,147 +15,751	+138%	+$1.12M	0.4%	61
2025 Q4	$792K	Buy	11,396 +179	+2%	+$12.2K	0.17%	107
2025 Q3	$754K	Buy	11,217 +28	+0.3%	+$1.82K	0.16%	137
2025 Q2	$702K	Buy	11,189 +4,146	+59%	+$244K	0.17%	134
2025 Q1	$412K	Buy	7,043 +1,656	+31%	+$101K	0.11%	173
2024 Q4	$319K	Buy	5,387 +429	+9%	+$26.2K	0.08%	202
2024 Q3	$294K	Buy	4,958 +593	+14%	+$33.7K	0.08%	207
2024 Q2	$239K	Sell	4,365 -715	-14%	-$39.1K	0.07%	205
2024 Q1	$285K	Sell	5,080 -3,831	-43%	-$201K	0.09%	175
2023 Q4	$460K	Sell	8,911 -259	-3%	-$12.2K	0.16%	127
2023 Q3	$421K	Sell	9,170 -2,203	-19%	-$105K	0.16%	129
2023 Q2	$536K	Sell	11,373 -136	-1%	-$6.15K	0.2%	109
2023 Q1	$516K	Sell	11,509 -4,185	-27%	-$192K	0.21%	110
2022 Q4	$689K	Buy	15,694 +7	+0%	+$306	0.3%	75
2022 Q3	$610K	Buy	15,687 +7,361	+88%	+$317K	0.29%	71
2022 Q2	$341K	Sell	8,326 -5,771	-41%	-$262K	0.15%	112
2022 Q1	$691K	Buy	14,097 +3,626	+35%	+$181K	0.27%	82
2021 Q4	$542K	Buy	+10,471	New	+$528K	0.22%	90

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

Keystone Wealth Services's RDVY Position: Q2 2026 in Review

Keystone Wealth Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.9% in Q2 2026, selling an estimated $141K and leaving 25,274 shares worth $2.05M. The position accounts for 0.38% of the portfolio, ranked #65.

Keystone Wealth Services first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Keystone Wealth Services held 25,274 shares of First Trust Rising Dividend Achievers ETF worth $2.05M as of Q2 2026.
Keystone Wealth Services sold 1,873 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $141K.
First Trust Rising Dividend Achievers ETF made up 0.38% of Keystone Wealth Services's portfolio in Q2 2026, its #65 holding.
Keystone Wealth Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.