MGO One Seven’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MGO One Seven’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	$10.2M	Buy	126,252 +11,124	+10%	+$837K	0.17%	141
2026 Q1	$7.86M	Buy	115,128 +10,845	+10%	+$772K	0.16%	150
2025 Q4	$7.24M	Buy	104,283 +60,785	+140%	+$4.13M	0.15%	164
2025 Q3	$2.93M	Sell	43,498 -1,140	-3%	-$74K	0.07%	307
2025 Q2	$2.8M	Buy	44,638 +2,107	+5%	+$124K	0.09%	252
2025 Q1	$2.49M	Buy	42,531 +2,627	+7%	+$160K	0.1%	224
2024 Q4	$2.36M	Buy	39,904 +4,314	+12%	+$263K	0.09%	247
2024 Q3	$2.11M	Buy	35,590 +1,497	+4%	+$85.1K	0.09%	240
2024 Q2	$1.87M	Sell	34,093 -7	-0%	-$383	0.09%	239
2024 Q1	$1.92M	Sell	34,100 -353	-1%	-$18.5K	0.1%	225
2023 Q4	$1.78M	Buy	34,453 +757	+2%	+$35.8K	0.1%	220
2023 Q3	$1.55M	Buy	33,696 +1,093	+3%	+$52.3K	0.12%	195
2023 Q2	$1.54M	Sell	32,603 -35	-0.1%	-$1.58K	0.14%	183
2023 Q1	$1.46M	Sell	32,638 -31,023	-49%	-$1.43M	0.09%	233
2022 Q4	$2.8M	Sell	63,661 -29,271	-31%	-$1.28M	0.28%	88
2022 Q3	$3.61K	Sell	92,932 -11,218	-11%	-$482K	0.14%	98
2022 Q2	$4.26M	Sell	104,150 -68,769	-40%	-$3.12M	0.59%	26
2022 Q1	$8.47M	Buy	172,919 +21,167	+14%	+$1.06M	0.91%	14
2021 Q4	$7.86M	Buy	151,752 +11,793	+8%	+$595K	0.82%	17
2021 Q3	$7M	Buy	+139,959	New	+$6.78M	0.89%	15
2020 Q3	–	Sell	-8,028	Closed	-$248K	–	486
2020 Q2	$248K	Buy	+8,028	New	+$234K	0.06%	367
2020 Q1	–	Sell	-5,828	Closed	-$209K	–	450
2019 Q4	$209K	Buy	+5,828	New	+$197K	0.05%	403
2019 Q1	–	Sell	-5,828	Closed	-$154K	–	1350
2018 Q4	$154K	Sell	5,828 -2,000	-26%	-$58K	0.07%	339
2018 Q3	$247K	Buy	+7,828	New	+$243K	0.12%	257
2018 Q1	$233K	Buy	7,828 +2,628	+51%	+$80.4K	0.11%	229
2017 Q4	$155K	Buy	+5,200	New	+$150K	0.07%	328

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

MGO One Seven's RDVY Position: Q2 2026 in Review

MGO One Seven increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.7% in Q2 2026, buying an estimated $837K and bringing the position to 126,252 shares worth $10.2M. The position accounts for 0.17% of the portfolio, ranked #141.

MGO One Seven first reported a position in RDVY in Q4 2017 and has held it in 26 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

MGO One Seven held 126,252 shares of First Trust Rising Dividend Achievers ETF worth $10.2M as of Q2 2026.
MGO One Seven bought 11,124 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $837K.
First Trust Rising Dividend Achievers ETF made up 0.17% of MGO One Seven's portfolio in Q2 2026, its #141 holding.
MGO One Seven first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and has held it in 26 quarters since.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.