Krilogy Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Krilogy Financial’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	$1.23M	Sell	15,136 -71	-0.5%	-$5.34K	0.04%	335
2026 Q1	$1.11M	Sell	15,207 -356	-2%	-$25.3K	0.04%	338
2025 Q4	$1.12M	Buy	15,563 +129	+0.8%	+$8.77K	0.04%	331
2025 Q3	$1.04M	Buy	+15,434	New	+$1M	0.04%	324
2025 Q2	–	Sell	-11,724	Closed	-$686K	–	261
2025 Q1	$686K	Sell	11,724 -168	-1%	-$10.2K	0.04%	189
2024 Q4	$703K	Sell	11,892 -235	-2%	-$14.3K	0.05%	183
2024 Q3	$718K	Buy	12,127 +768	+7%	+$43.7K	0.05%	182
2024 Q2	$622K	Sell	11,359 -122	-1%	-$6.67K	0.05%	194
2024 Q1	$645K	Buy	+11,481	New	+$602K	0.05%	188

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

Krilogy Financial's RDVY Position: Q2 2026 in Review

Krilogy Financial reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.47% in Q2 2026, selling an estimated $5.34K and leaving 15,136 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #335.

Krilogy Financial first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Krilogy Financial held 15,136 shares of First Trust Rising Dividend Achievers ETF worth $1.23M as of Q2 2026.
Krilogy Financial sold 71 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.34K.
First Trust Rising Dividend Achievers ETF made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #335 holding.
Krilogy Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.