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

MBE Wealth Management’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	$585K	Buy	7,218 +420	+6%	+$31.6K	0.21%	67
2026 Q1	$464K	Buy	6,798 +179	+3%	+$12.7K	0.19%	71
2025 Q4	$460K	Buy	6,619 +1,610	+32%	+$109K	0.19%	69
2025 Q3	$337K	Buy	5,009 +300	+6%	+$19.5K	0.15%	87
2025 Q2	$295K	Buy	4,709 +66	+1%	+$3.88K	0.13%	96
2025 Q1	$272K	Buy	4,643 +586	+14%	+$35.6K	0.13%	93
2024 Q4	$240K	Buy	4,057 +163	+4%	+$9.95K	0.14%	83
2024 Q3	$231K	Hold	3,894	–	–	0.13%	90
2024 Q2	$213K	Buy	+3,894	New	+$213K	0.13%	85
2020 Q2	–	Sell	-50	Closed	-$1K	–	401
2020 Q1	$1K	Buy	+50	New	+$1.62K	﹤0.01%	517

Other funds holding RDVY

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

MBE Wealth Management's RDVY Position: Q2 2026 in Review

MBE Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.2% in Q2 2026, buying an estimated $31.6K and bringing the position to 7,218 shares worth $585K. The position accounts for 0.21% of the portfolio, ranked #67.

MBE Wealth Management first reported a position in RDVY in Q1 2020 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

MBE Wealth Management held 7,218 shares of First Trust Rising Dividend Achievers ETF worth $585K as of Q2 2026.
MBE Wealth Management bought 420 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $31.6K.
First Trust Rising Dividend Achievers ETF made up 0.21% of MBE Wealth Management's portfolio in Q2 2026, its #67 holding.
MBE Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 10 quarters since.
384 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.