KMG Fiduciary Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

KMG Fiduciary Partners’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	$1.61M	Sell	19,846 -140,112	-88%	-$10.5M	0.15%	101
2026 Q1	$10.9M	Sell	159,958 -1,030	-0.6%	-$73.3K	0.81%	31
2025 Q4	$11.2M	Sell	160,988 -20,684	-11%	-$1.41M	0.8%	31
2025 Q3	$12.2M	Buy	181,672 +1,919	+1%	+$124K	0.82%	27
2025 Q2	$11.3M	Buy	179,753 +6,906	+4%	+$406K	0.84%	28
2025 Q1	$10.1M	Buy	172,847 +19,152	+12%	+$1.16M	0.84%	28
2024 Q4	$9.09M	Buy	153,695 +22,903	+18%	+$1.4M	0.75%	31
2024 Q3	$7.74M	Buy	130,792 +104,750	+402%	+$5.96M	0.67%	36
2024 Q2	$1.43M	Buy	+26,042	New	+$1.42M	0.14%	127

Other funds holding RDVY

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return