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

Larson Financial Group’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	$4.45M	Buy	54,844 +4,766	+10%	+$358K	0.12%	151
2026 Q1	$3.42M	Buy	50,078 +3,690	+8%	+$263K	0.11%	163
2025 Q4	$3.22M	Buy	46,388 +4,718	+11%	+$321K	0.11%	166
2025 Q3	$2.8M	Buy	41,670 +2,989	+8%	+$194K	0.1%	182
2025 Q2	$2.43M	Buy	38,681 +3,729	+11%	+$219K	0.1%	189
2025 Q1	$2.05M	Buy	34,952 +3,842	+12%	+$234K	0.1%	185
2024 Q4	$1.84M	Buy	31,110 +2,653	+9%	+$162K	0.1%	183
2024 Q3	$1.68M	Buy	28,457 +3,829	+16%	+$218K	0.1%	183
2024 Q2	$1.35M	Buy	24,628 +22,141	+890%	+$1.21M	0.09%	171
2024 Q1	$140K	Buy	2,487 +6	+0.2%	+$315	0.01%	484
2023 Q4	$128K	Buy	2,481 +1,001	+68%	+$47.3K	0.01%	440
2023 Q3	$68K	Hold	1,480	–	–	0.01%	535
2023 Q2	$69.7K	Buy	1,480 +1	+0.1%	+$45	0.01%	483
2023 Q1	$66.4K	Buy	1,479 +1	+0.1%	+$46	0.01%	496
2022 Q4	$64.9K	Buy	1,478 +2	+0.1%	+$87	0.01%	472
2022 Q3	$57K	Buy	1,476 +1	+0.1%	+$43	0.01%	446
2022 Q2	$60K	Sell	1,475 -4,727	-76%	-$214K	0.01%	335
2022 Q1	$304K	Buy	6,202 +6,001	+2,986%	+$300K	0.05%	158
2021 Q4	$10K	Buy	+201	New	+$10.1K	﹤0.01%	694

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

Larson Financial Group's RDVY Position: Q2 2026 in Review

Larson Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.5% in Q2 2026, buying an estimated $358K and bringing the position to 54,844 shares worth $4.45M. The position accounts for 0.12% of the portfolio, ranked #151.

Larson Financial Group first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Larson Financial Group held 54,844 shares of First Trust Rising Dividend Achievers ETF worth $4.45M as of Q2 2026.
Larson Financial Group bought 4,766 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $358K.
First Trust Rising Dividend Achievers ETF made up 0.12% of Larson Financial Group's portfolio in Q2 2026, its #151 holding.
Larson Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.