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

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

KMG Fiduciary Partners's RDVY Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 88% in Q2 2026, selling an estimated $10.5M and leaving 19,846 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #101.

KMG Fiduciary Partners first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.2M in Q3 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

KMG Fiduciary Partners held 19,846 shares of First Trust Rising Dividend Achievers ETF worth $1.61M as of Q2 2026.
KMG Fiduciary Partners sold 140,112 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10.5M.
First Trust Rising Dividend Achievers ETF made up 0.15% of KMG Fiduciary Partners's portfolio in Q2 2026, its #101 holding.
KMG Fiduciary Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
KMG Fiduciary Partners's First Trust Rising Dividend Achievers ETF position peaked at $12.2M in Q3 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.