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

Members Wealth’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	$317K	Buy	3,913 +1	+0%	+$75	0.17%	91
2026 Q1	$293K	Buy	3,912 +75	+2%	+$5.34K	0.17%	89
2025 Q4	$277K	Sell	3,837 -263	-6%	-$17.9K	0.17%	86
2025 Q3	$275K	Buy	+4,100	New	+$266K	0.17%	80
2025 Q1	$253K	Sell	4,323 -102	-2%	-$6.2K	0.19%	85
2024 Q4	$272K	Buy	+4,425	New	+$270K	0.2%	86
2024 Q2	$260K	Buy	+4,098	New	+$224K	0.17%	87

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

Members Wealth's RDVY Position: Q2 2026 in Review

Members Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.03% in Q2 2026, buying an estimated $75 and bringing the position to 3,913 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #91.

Members Wealth first reported a position in RDVY in Q2 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Members Wealth held 3,913 shares of First Trust Rising Dividend Achievers ETF worth $317K as of Q2 2026.
Members Wealth bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
First Trust Rising Dividend Achievers ETF made up 0.17% of Members Wealth's portfolio in Q2 2026, its #91 holding.
Members Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.