Main Street Financial Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Main Street Financial Solutions’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	$4.61M	Sell	56,920 -336	-0.6%	-$25.3K	0.3%	72
2026 Q1	$3.91M	Buy	57,256 +2,741	+5%	+$195K	0.29%	74
2025 Q4	$3.79M	Sell	54,515 -135	-0.2%	-$9.18K	0.28%	77
2025 Q3	$3.68M	Sell	54,650 -1,911	-3%	-$124K	0.24%	90
2025 Q2	$3.55M	Sell	56,561 -482	-0.8%	-$28.3K	0.26%	82
2025 Q1	$3.34M	Buy	57,043 +567	+1%	+$34.5K	0.29%	74
2024 Q4	$3.34M	Buy	56,476 +629	+1%	+$38.4K	0.33%	64
2024 Q3	$3.31M	Sell	55,847 -2,106	-4%	-$120K	0.3%	70
2024 Q2	$3.17M	Buy	57,953 +1,324	+2%	+$72.4K	0.3%	66
2024 Q1	$3.18M	Buy	56,629 +824	+1%	+$43.2K	0.34%	61
2023 Q4	$2.88M	Buy	55,805 +3,686	+7%	+$174K	0.37%	50
2023 Q3	$2.39M	Sell	52,119 -192	-0.4%	-$9.18K	0.34%	59
2023 Q2	$2.46M	Buy	52,311 +471	+0.9%	+$21.3K	0.33%	57
2023 Q1	$2.33M	Sell	51,840 -147	-0.3%	-$6.75K	0.34%	58
2022 Q4	$2.28M	Buy	51,987 +12,364	+31%	+$541K	0.36%	62
2022 Q3	$1.54M	Sell	39,623 -7,289	-16%	-$313K	0.25%	86
2022 Q2	$1.92M	Buy	46,912 +12,370	+36%	+$561K	0.25%	80
2022 Q1	$1.69M	Buy	34,542 +5,804	+20%	+$290K	0.25%	97
2021 Q4	$1.49M	Buy	28,738 +5,740	+25%	+$290K	0.21%	111
2021 Q3	$1.09M	Sell	22,998 -572	-2%	-$27.7K	0.17%	130
2021 Q2	$1.13M	Buy	23,570 +880	+4%	+$42.1K	0.18%	121
2021 Q1	$1.03M	Buy	22,690 +1,100	+5%	+$46.9K	0.18%	125
2020 Q4	$862K	Buy	+21,590	New	+$786K	0.18%	127

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Main Street Financial Solutions's RDVY Position: Q2 2026 in Review

Main Street Financial Solutions reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.59% in Q2 2026, selling an estimated $25.3K and leaving 56,920 shares worth $4.61M. The position accounts for 0.3% of the portfolio, ranked #72.

Main Street Financial Solutions first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Main Street Financial Solutions held 56,920 shares of First Trust Rising Dividend Achievers ETF worth $4.61M as of Q2 2026.
Main Street Financial Solutions sold 336 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.3K.
First Trust Rising Dividend Achievers ETF made up 0.3% of Main Street Financial Solutions's portfolio in Q2 2026, its #72 holding.
Main Street Financial Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.