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Mach-1 Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mach-1 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 		$10.8M Buy
133,012
+20
+0% +$1.5K 4.18% 7
2026
Q1 		$9.08M Sell
132,992
-20,554
-13% -$1.46M 3.2% 10
2025
Q4 		$10.7M Buy
+153,546
New +$10.4M 2.19% 12
2025
Q3 		– Sell
-148,470
Closed -$9.32M – 377
2025
Q2 		$9.32M Buy
148,470
+15,062
+11% +$886K 2.72% 7
2025
Q1 		$7.81M Buy
133,408
+120,577
+940% +$7.33M 2.34% 9
2024
Q4 		$759K Sell
12,831
-120,262
-90% -$7.34M 1.37% 16
2024
Q3 		$7.87M Buy
133,093
+10,036
+8% +$571K 4.83% 6
2024
Q2 		$6.75M Buy
+123,057
New +$6.73M 4.54% 7
2023
Q4 		– Sell
-7,472
Closed -$343K – 269
2023
Q3 		$343K Sell
7,472
-2,710
-27% -$130K 0.14% 164
2023
Q2 		$480K Buy
10,182
+7,008
+221% +$317K 0.14% 155
2023
Q1 		$122K Buy
+3,174
New +$146K 0.77% 35
2022
Q4 		– Sell
-3,157
Closed -$121K – 379
2022
Q3 		$121K Sell
3,157
-100
-3% -$4.3K 0.13% 65
2022
Q2 		$132K Buy
+3,257
New +$148K 0.09% 68

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mach-1 Financial Group's RDVY Position: Q2 2026 in Review

Mach-1 Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.02% in Q2 2026, buying an estimated $1.5K and bringing the position to 133,012 shares worth $10.8M. The position accounts for 4.18% of the portfolio, ranked #7.

Mach-1 Financial Group first reported a position in RDVY in Q2 2022 and has held it in 13 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Mach-1 Financial Group held 133,012 shares of First Trust Rising Dividend Achievers ETF worth $10.8M as of Q2 2026.
  • Mach-1 Financial Group bought 20 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.5K.
  • First Trust Rising Dividend Achievers ETF made up 4.18% of Mach-1 Financial Group's portfolio in Q2 2026, its #7 holding.
  • Mach-1 Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 13 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.