Kraft Davis & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kraft Davis & Associates’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	$354K	Hold	4,495	–	–	0.07%	109
2026 Q1	$336K	Hold	4,495	–	–	0.07%	110
2025 Q4	$324K	Hold	4,495	–	–	0.07%	120
2025 Q3	$305K	Hold	4,495	–	–	0.07%	115
2025 Q2	$289K	Hold	4,495	–	–	0.08%	115
2025 Q1	$247K	Hold	4,495	–	–	0.08%	110
2024 Q4	$277K	Buy	+4,495	New	+$274K	0.08%	111
2023 Q3	–	Sell	-13,887	Closed	-$675K	–	112
2023 Q2	$675K	Buy	+13,887	New	+$628K	0.23%	57

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