Kingsview Wealth Management’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 | $20.7M | Sell |
254,845
-14,815
| -5% | -$1.11M | 0.25% | 73 |
|
|
2026
Q1 | $18.4M | Buy |
269,660
+33,742
| +14% | +$2.4M | 0.25% | 73 |
|
|
2025
Q4 | $16.4M | Buy |
235,918
+105,911
| +81% | +$7.2M | 0.24% | 82 |
|
|
2025
Q3 | $8.74M | Buy |
130,007
+12,286
| +10% | +$797K | 0.13% | 154 |
|
|
2025
Q2 | $7.39M | Buy |
117,721
+25,740
| +28% | +$1.51M | 0.13% | 175 |
|
|
2025
Q1 | $5.38M | Buy |
91,981
+19,476
| +27% | +$1.18M | 0.1% | 205 |
|
|
2024
Q4 | $4.29M | Sell |
72,505
-3,491
| -5% | -$213K | 0.08% | 223 |
|
|
2024
Q3 | $4.5M | Buy |
75,996
+4,390
| +6% | +$250K | 0.09% | 212 |
|
|
2024
Q2 | $3.92M | Sell |
71,606
-109
| -0.2% | -$5.96K | 0.09% | 211 |
|
|
2024
Q1 | $4.03M | Buy |
71,715
+413
| +0.6% | +$21.7K | 0.1% | 196 |
|
|
2023
Q4 | $3.68M | Sell |
71,302
-10,250
| -13% | -$484K | 0.11% | 178 |
|
|
2023
Q3 | $3.75M | Buy |
81,552
+45,172
| +124% | +$2.16M | 0.13% | 178 |
|
|
2023
Q2 | $1.71M | Buy |
36,380
+2,818
| +8% | +$127K | 0.07% | 274 |
|
|
2023
Q1 | $1.51M | Buy |
33,562
+5,285
| +19% | +$243K | 0.06% | 297 |
|
|
2022
Q4 | $1.24M | Sell |
28,277
-3,390
| -11% | -$148K | 0.05% | 305 |
|
|
2022
Q3 | $1.23M | Sell |
31,667
-4,935
| -13% | -$212K | 0.06% | 291 |
|
|
2022
Q2 | $1.5M | Sell |
36,602
-4,036
| -10% | -$183K | 0.07% | 270 |
|
|
2022
Q1 | $1.99M | Buy |
40,638
+16,622
| +69% | +$830K | 0.09% | 241 |
|
|
2021
Q4 | $1.24M | Buy |
24,016
+15,019
| +167% | +$758K | 0.05% | 331 |
|
|
2021
Q3 | $427K | Sell |
8,997
-12,291
| -58% | -$595K | 0.02% | 593 |
|
|
2021
Q2 | $1.03M | Buy |
21,288
+16,488
| +344% | +$790K | 0.05% | 374 |
|
|
2021
Q1 | $222K | Buy |
+4,800
| New | +$205K | 0.01% | 737 |
|
|
2020
Q4 | – | Sell |
-6,561
| Closed | -$215K | – | 773 |
|
|
2020
Q3 | $215K | Sell |
6,561
-205
| -3% | -$6.66K | 0.02% | 565 |
|
|
2020
Q2 | $209K | Sell |
6,766
-34,690
| -84% | -$1.01M | 0.02% | 524 |
|
|
2020
Q1 | $1.06M | Sell |
41,456
-22,011
| -35% | -$714K | 0.14% | 170 |
|
|
2019
Q4 | $2.28M | Buy |
63,467
+19,597
| +45% | +$664K | 0.29% | 98 |
|
|
2019
Q3 | $1.4M | Sell |
43,870
-13,276
| -23% | -$415K | 0.22% | 131 |
|
|
2019
Q2 | $1.77M | Buy |
57,146
+6,627
| +13% | +$202K | 0.3% | 94 |
|
|
2019
Q1 | $1.51M | Buy |
50,519
+28,669
| +131% | +$839K | 0.23% | 124 |
|
|
2018
Q4 | $579K | Sell |
21,850
-299
| -1% | -$8.67K | 0.13% | 202 |
|
|
2018
Q3 | $699K | Buy |
22,149
+106
| +0.5% | +$3.29K | 0.14% | 187 |
|
|
2018
Q2 | $660K | Buy |
22,043
+3,556
| +19% | +$107K | 0.16% | 161 |
|
|
2018
Q1 | $549K | Buy |
18,487
+1,872
| +11% | +$57.3K | 0.14% | 193 |
|
|
2017
Q4 | $496K | Buy |
16,615
+807
| +5% | +$23.3K | 0.18% | 173 |
|
|
2017
Q3 | $440K | Sell |
15,808
-277
| -2% | -$7.57K | 0.19% | 155 |
|
|
2017
Q2 | $435K | Buy |
16,085
+3,134
| +24% | +$83.9K | 0.22% | 136 |
|
|
2017
Q1 | $344K | Buy |
+12,951
| New | +$337K | 0.2% | 149 |
|
Other funds holding RDVY
Kingsview Wealth Management's RDVY Position: Q2 2026 in Review
Kingsview Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.5% in Q2 2026, selling an estimated $1.11M and leaving 254,845 shares worth $20.7M. The position accounts for 0.25% of the portfolio, ranked #73.
Kingsview Wealth Management first reported a position in RDVY in Q1 2017 and has held it in 37 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.
- Kingsview Wealth Management held 254,845 shares of First Trust Rising Dividend Achievers ETF worth $20.7M as of Q2 2026.
- Kingsview Wealth Management sold 14,815 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.11M.
- First Trust Rising Dividend Achievers ETF made up 0.25% of Kingsview Wealth Management's portfolio in Q2 2026, its #73 holding.
- Kingsview Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2017 and has held it in 37 quarters since.
- 806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.