Mainsail Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mainsail 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	$15.9M	Buy	196,615 +22,150	+13%	+$1.67M	5.41%	4
2026 Q1	$11.9M	Buy	174,465 +2,422	+1%	+$172K	4.96%	4
2025 Q4	$12M	Buy	172,043 +11,427	+7%	+$777K	4.97%	4
2025 Q3	$10.8M	Buy	160,616 +4,133	+3%	+$268K	4.65%	5
2025 Q2	$9.76M	Buy	156,483 +4,205	+3%	+$247K	4.55%	6
2025 Q1	$8.91M	Buy	152,278 +8,200	+6%	+$498K	5.05%	5
2024 Q4	$8.52M	Buy	144,078 +4,676	+3%	+$285K	4.94%	6
2024 Q3	$8.29M	Buy	139,402 +25,869	+23%	+$1.47M	4.92%	6
2024 Q2	$6.22M	Buy	113,533 +16,571	+17%	+$906K	3.66%	8
2024 Q1	$5.45M	Buy	96,962 +3,292	+4%	+$173K	3.75%	8
2023 Q4	$4.7M	Buy	93,670 +25,712	+38%	+$1.22M	3.64%	8
2023 Q3	$3.09M	Buy	67,958 +3,307	+5%	+$158K	2.81%	13
2023 Q2	$3.05M	Sell	64,651 -129	-0.2%	-$5.83K	2.85%	13
2023 Q1	$2.93M	Sell	64,780 -1,998	-3%	-$91.8K	2.85%	13
2022 Q4	$3.03M	Buy	+66,778	New	+$2.92M	3.09%	12

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mainsail Financial Group's RDVY Position: Q2 2026 in Review

Mainsail Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q2 2026, buying an estimated $1.67M and bringing the position to 196,615 shares worth $15.9M. The position accounts for 5.41% of the portfolio, ranked #4.

Mainsail Financial Group first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. 202 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Mainsail Financial Group held 196,615 shares of First Trust Rising Dividend Achievers ETF worth $15.9M as of Q2 2026.
Mainsail Financial Group bought 22,150 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.67M.
First Trust Rising Dividend Achievers ETF made up 5.41% of Mainsail Financial Group's portfolio in Q2 2026, its #4 holding.
Mainsail Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
202 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.