Maia Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Maia Wealth’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	$660K	Sell	8,145 -914	-10%	-$68.7K	0.1%	183
2026 Q1	$619K	Sell	9,059 -373	-4%	-$26.6K	0.1%	188
2025 Q4	$673K	Sell	9,432 -1,056	-10%	-$71.8K	0.11%	184
2025 Q3	$712K	Sell	10,488 -818	-7%	-$53.1K	0.12%	177
2025 Q2	$709K	Sell	11,306 -1,888	-14%	-$111K	0.14%	160
2025 Q1	$732K	Sell	13,194 -1,995	-13%	-$121K	0.17%	139
2024 Q4	$951K	Buy	15,189 +3,129	+26%	+$191K	0.2%	105
2024 Q3	$717K	Buy	+12,060	New	+$686K	0.18%	115

Other funds holding RDVY

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 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

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

Maia Wealth's RDVY Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 10% in Q2 2026, selling an estimated $68.7K and leaving 8,145 shares worth $660K. The position accounts for 0.1% of the portfolio, ranked #183.

Maia Wealth first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $951K in Q4 2024. 339 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Maia Wealth held 8,145 shares of First Trust Rising Dividend Achievers ETF worth $660K as of Q2 2026.
Maia Wealth sold 914 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $68.7K.
First Trust Rising Dividend Achievers ETF made up 0.1% of Maia Wealth's portfolio in Q2 2026, its #183 holding.
Maia Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Maia Wealth's First Trust Rising Dividend Achievers ETF position peaked at $951K in Q4 2024.
339 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.