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

Main Street 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	$1.16M	Sell	14,339 -564	-4%	-$42.4K	0.27%	35
2026 Q1	$1.02M	Buy	14,903 +1,071	+8%	+$76.2K	0.3%	36
2025 Q4	$961K	Sell	13,832 -1,826	-12%	-$124K	0.33%	29
2025 Q3	$1.05M	Buy	15,658 +1,054	+7%	+$68.4K	0.31%	33
2025 Q2	$916K	Buy	14,604 +1,810	+14%	+$106K	0.3%	36
2025 Q1	$749K	Buy	12,794 +10,918	+582%	+$664K	0.29%	43
2024 Q4	$111K	Buy	1,876 +157	+9%	+$9.58K	0.04%	141
2024 Q3	$102K	Sell	1,719 -30	-2%	-$1.71K	0.04%	153
2024 Q2	$95.5K	Buy	1,749 +9	+0.5%	+$492	0.04%	174
2024 Q1	$97.2K	Buy	1,740 +18	+1%	+$944	0.04%	196
2023 Q4	$89K	Buy	+1,722	New	+$81.4K	0.03%	273

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 22.96% 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 Group's RDVY Position: Q2 2026 in Review

Main Street Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.8% in Q2 2026, selling an estimated $42.4K and leaving 14,339 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #35.

Main Street Group first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Main Street Group held 14,339 shares of First Trust Rising Dividend Achievers ETF worth $1.16M as of Q2 2026.
Main Street Group sold 564 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $42.4K.
First Trust Rising Dividend Achievers ETF made up 0.27% of Main Street Group's portfolio in Q2 2026, its #35 holding.
Main Street Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.