Koshinski Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Koshinski Asset Management’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	$46.5M	Buy	573,639 +9,145	+2%	+$688K	2.48%	4
2026 Q1	$38.5M	Sell	564,494 -3,650	-0.6%	-$260K	2.4%	4
2025 Q4	$39.5M	Buy	568,144 +17,317	+3%	+$1.18M	2.54%	4
2025 Q3	$37M	Buy	550,827 +5,315	+1%	+$345K	2.49%	4
2025 Q2	$34.2M	Buy	545,512 +12,233	+2%	+$719K	2.58%	3
2025 Q1	$31.2M	Buy	533,279 +14,405	+3%	+$876K	2.65%	4
2024 Q4	$30.7B	Buy	518,874 +13,647	+3%	+$833K	2.63%	4
2024 Q3	$29.9M	Buy	505,227 +8,515	+2%	+$484K	2.59%	4
2024 Q2	$27.1M	Sell	496,712 -3,753	-0.7%	-$205K	2.51%	4
2024 Q1	$28.1M	Buy	500,465 +472,782	+1,708%	+$24.8M	2.88%	3
2023 Q4	$1.43M	Sell	27,683 -442,132	-94%	-$20.9M	0.22%	123
2023 Q3	$21.6M	Buy	469,815 +8,876	+2%	+$424K	2.48%	4
2023 Q2	$21.7M	Sell	460,939 -107,071	-19%	-$4.84M	2.33%	4
2023 Q1	$25.5M	Buy	568,010 +32,013	+6%	+$1.47M	2.49%	5
2022 Q4	$23.5M	Buy	535,997 +13,117	+3%	+$573K	2.28%	6
2022 Q3	$20.3M	Buy	522,880 +36,395	+7%	+$1.56M	2.43%	4
2022 Q2	$19.9M	Buy	486,485 +36,813	+8%	+$1.67M	1.98%	6
2022 Q1	$22M	Buy	449,672 +23,606	+6%	+$1.18M	1.81%	6
2021 Q4	$22.1M	Buy	426,066 +374,994	+734%	+$18.9M	1.78%	5
2021 Q3	$2.42M	Buy	51,072 +27,195	+114%	+$1.32M	0.21%	105
2021 Q2	$1.15M	Sell	23,877 -9,893	-29%	-$474K	0.14%	170
2021 Q1	$1.54M	Buy	33,770 +21,815	+182%	+$930K	0.16%	153
2020 Q4	$477K	Sell	11,955 -2,965	-20%	-$108K	0.06%	327
2020 Q3	$521	Sell	14,920 -600	-4%	-$19.5K	0.07%	291
2020 Q2	$479K	Sell	15,520 -1,860	-11%	-$54.1K	0.08%	287
2020 Q1	$445K	Hold	17,380	–	–	0.09%	258
2019 Q4	$623K	Buy	+17,380	New	+$589K	0.11%	264
2019 Q3	–	Sell	-17,336	Closed	-$538K	–	242
2019 Q2	$538K	Sell	17,336 -230	-1%	-$7.02K	0.22%	139
2019 Q1	$524	Buy	+17,566	New	+$514K	0.14%	191
2018 Q4	–	Sell	-19,516	Closed	-$616K	–	484
2018 Q3	$616K	Buy	19,516 +7,580	+64%	+$235K	0.09%	289
2018 Q2	$357K	Hold	11,936	–	–	0.11%	254
2018 Q1	$355K	Buy	11,936 +1,975	+20%	+$60.4K	0.11%	258
2017 Q4	$298K	Buy	9,961 +350	+4%	+$10.1K	0.07%	335
2017 Q3	$268K	Buy	9,611 +900	+10%	+$24.6K	0.09%	309
2017 Q2	$236K	Sell	8,711 -305	-3%	-$8.17K	0.09%	319
2017 Q1	$239K	Sell	9,016 -48,553	-84%	-$1.26M	0.09%	279
2016 Q4	$1.66M	Buy	+57,569	New	+$1.36M	0.82%	25
2015 Q4	–	Sell	-9,411	Closed	-$207K	–	237
2015 Q3	$207K	Hold	9,411	–	–	0.13%	212
2015 Q2	$207K	Buy	+9,411	New	+$212K	0.13%	216

Other funds holding RDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Koshinski Asset Management's RDVY Position: Q2 2026 in Review

Koshinski Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $688K and bringing the position to 573,639 shares worth $46.5M. The position accounts for 2.48% of the portfolio, ranked #4.

Koshinski Asset Management first reported a position in RDVY in Q2 2015 and has held it in 39 quarters since. The position peaked at $30.7B in Q4 2024. 364 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Koshinski Asset Management held 573,639 shares of First Trust Rising Dividend Achievers ETF worth $46.5M as of Q2 2026.
Koshinski Asset Management bought 9,145 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $688K.
First Trust Rising Dividend Achievers ETF made up 2.48% of Koshinski Asset Management's portfolio in Q2 2026, its #4 holding.
Koshinski Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2015 and has held it in 39 quarters since.
Koshinski Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $30.7B in Q4 2024.
364 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.