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RDVY icon

LVZ Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

LVZ Inc’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 		$5.75M Sell
70,880
-2,035
-3% -$153K 0.58% 17
2026
Q1 		$4.98M Buy
72,915
+7,193
+11% +$512K 0.57% 16
2025
Q4 		$4.57M Sell
65,722
-4,726
-7% -$321K 0.51% 17
2025
Q3 		$4.74M Buy
70,448
+17,452
+33% +$1.13M 0.54% 18
2025
Q2 		$3.32M Sell
52,996
-603
-1% -$35.5K 0.4% 20
2025
Q1 		$3.14M Buy
53,599
+44,396
+482% +$2.7M 0.41% 20
2024
Q4 		$544K Buy
9,203
+1,504
+20% +$91.8K 0.07% 72
2024
Q3 		$456K Sell
7,699
-142
-2% -$8.07K 0.06% 76
2024
Q2 		$429K Sell
7,841
-778
-9% -$42.5K 0.06% 78
2024
Q1 		$484K Buy
8,619
+669
+8% +$35.1K 0.07% 66
2023
Q4 		$411K Sell
7,950
-301
-4% -$14.2K 0.06% 81
2023
Q3 		$379K Buy
8,251
+710
+9% +$33.9K 0.06% 68
2023
Q2 		$355K Sell
7,541
-1,150
-13% -$52K 0.05% 98
2023
Q1 		$390K Buy
8,691
+2,163
+33% +$99.4K 0.06% 89
2022
Q4 		$287K Sell
6,528
-506
-7% -$22.1K 0.04% 101
2022
Q3 		$273K Sell
7,034
-501
-7% -$21.5K 0.05% 88
2022
Q2 		$308K Hold
7,535
– – 0.05% 79
2022
Q1 		$369K Buy
7,535
+1,260
+20% +$62.9K 0.05% 73
2021
Q4 		$325K Buy
+6,275
New +$317K 0.04% 81

Other funds holding RDVY

Cambridge Investment Research Advisors
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
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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LVZ Inc's RDVY Position: Q2 2026 in Review

LVZ Inc reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.8% in Q2 2026, selling an estimated $153K and leaving 70,880 shares worth $5.75M. The position accounts for 0.58% of the portfolio, ranked #17.

LVZ Inc first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 339 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • LVZ Inc held 70,880 shares of First Trust Rising Dividend Achievers ETF worth $5.75M as of Q2 2026.
  • LVZ Inc sold 2,035 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $153K.
  • First Trust Rising Dividend Achievers ETF made up 0.58% of LVZ Inc's portfolio in Q2 2026, its #17 holding.
  • LVZ Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.