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

Lynch & 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	$2.39M	Buy	29,441 +3,485	+13%	+$262K	0.42%	62
2026 Q1	$1.77M	Buy	25,956 +6,691	+35%	+$476K	0.33%	71
2025 Q4	$1.34M	Buy	19,265 +981	+5%	+$66.7K	0.25%	78
2025 Q3	$1.23M	Buy	18,284 +1,825	+11%	+$118K	0.24%	78
2025 Q2	$1.03M	Buy	16,459 +1,226	+8%	+$72.1K	0.21%	79
2025 Q1	$892K	Buy	15,233 +4,371	+40%	+$266K	0.19%	78
2024 Q4	$642K	Buy	10,862 +983	+10%	+$60K	0.14%	83
2024 Q3	$585K	Buy	9,879 +1,305	+15%	+$74.2K	0.12%	88
2024 Q2	$469K	Buy	8,574 +1,089	+15%	+$59.5K	0.11%	92
2024 Q1	$420K	Buy	7,485 +1,981	+36%	+$104K	0.1%	94
2023 Q4	$284K	Buy	5,504 +787	+17%	+$37.2K	0.07%	103
2023 Q3	$217K	Buy	+4,717	New	+$226K	0.06%	106

Other funds holding RDVY

PFS

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lynch & Associates's RDVY Position: Q2 2026 in Review

Lynch & Associates increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q2 2026, buying an estimated $262K and bringing the position to 29,441 shares worth $2.39M. The position accounts for 0.42% of the portfolio, ranked #62.

Lynch & Associates first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Lynch & Associates held 29,441 shares of First Trust Rising Dividend Achievers ETF worth $2.39M as of Q2 2026.
Lynch & Associates bought 3,485 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $262K.
First Trust Rising Dividend Achievers ETF made up 0.42% of Lynch & Associates's portfolio in Q2 2026, its #62 holding.
Lynch & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.