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M.E. Allison & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

M.E. Allison & Co’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 		$532K Buy
6,561
+3,696
+129% +$278K 0.31% 89
2026
Q1 		$201K Buy
+2,865
New +$204K 0.13% 188

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
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

M.E. Allison & Co's RDVY Position: Q2 2026 in Review

M.E. Allison & Co increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 129% in Q2 2026, buying an estimated $278K and bringing the position to 6,561 shares worth $532K. The position accounts for 0.31% of the portfolio, ranked #89.

M.E. Allison & Co first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • M.E. Allison & Co held 6,561 shares of First Trust Rising Dividend Achievers ETF worth $532K as of Q2 2026.
  • M.E. Allison & Co bought 3,696 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $278K.
  • First Trust Rising Dividend Achievers ETF made up 0.31% of M.E. Allison & Co's portfolio in Q2 2026, its #89 holding.
  • M.E. Allison & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.