MCF Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MCF Advisors’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	$112K	Buy	1,385 +348	+34%	+$26.2K	﹤0.01%	515
2026 Q1	$70.8K	Hold	1,037	–	–	﹤0.01%	553
2025 Q4	$72K	Hold	1,037	–	–	﹤0.01%	455
2025 Q3	$69.7K	Buy	1,037 +200	+24%	+$13K	﹤0.01%	376
2025 Q2	$52.5K	Hold	837	–	–	﹤0.01%	393
2025 Q1	$49K	Hold	837	–	–	﹤0.01%	397
2024 Q4	$49.5K	Hold	837	–	–	﹤0.01%	404
2024 Q3	$49.6K	Hold	837	–	–	﹤0.01%	397
2024 Q2	$45.8K	Hold	837	–	–	﹤0.01%	402
2024 Q1	$47K	Sell	837 -253	-23%	-$13.3K	﹤0.01%	385
2023 Q4	$56.3K	Buy	1,090 +808	+287%	+$38.2K	﹤0.01%	354
2023 Q3	$13K	Buy	+282	New	+$13.5K	﹤0.01%	545

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

MCF Advisors's RDVY Position: Q2 2026 in Review

MCF Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 34% in Q2 2026, buying an estimated $26.2K and bringing the position to 1,385 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

MCF Advisors first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

MCF Advisors held 1,385 shares of First Trust Rising Dividend Achievers ETF worth $112K as of Q2 2026.
MCF Advisors bought 348 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $26.2K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #515 holding.
MCF Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.