Kingswood Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kingswood Wealth Advisors’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	$7.38M	Buy	91,029 +8,074	+10%	+$607K	0.3%	71
2026 Q1	$5.66M	Buy	82,955 +6,355	+8%	+$452K	0.27%	83
2025 Q4	$5.32M	Buy	76,600 +11,710	+18%	+$796K	0.26%	92
2025 Q3	$4.36M	Buy	64,890 +7,384	+13%	+$479K	0.26%	95
2025 Q2	$3.61M	Buy	57,506 +5,290	+10%	+$311K	0.28%	78
2025 Q1	$3.06M	Buy	52,216 +393	+0.8%	+$23.9K	0.28%	86
2024 Q4	$3.06M	Buy	51,823 +28,927	+126%	+$1.76M	0.23%	96
2024 Q3	$1.36M	Buy	22,896 +17,323	+311%	+$985K	0.1%	237
2024 Q2	$305K	Buy	5,573 +186	+3%	+$10.2K	0.03%	513
2024 Q1	$303K	Buy	5,387 +6	+0.1%	+$315	0.03%	475
2023 Q4	$278K	Buy	5,381 +682	+15%	+$32.2K	0.03%	502
2023 Q3	$216K	Buy	+4,699	New	+$225K	0.04%	380

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

Kingswood Wealth Advisors's RDVY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.7% in Q2 2026, buying an estimated $607K and bringing the position to 91,029 shares worth $7.38M. The position accounts for 0.3% of the portfolio, ranked #71.

Kingswood Wealth Advisors first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Kingswood Wealth Advisors held 91,029 shares of First Trust Rising Dividend Achievers ETF worth $7.38M as of Q2 2026.
Kingswood Wealth Advisors bought 8,074 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $607K.
First Trust Rising Dividend Achievers ETF made up 0.3% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Kingswood Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.