Millstone Evans Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Millstone Evans 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	$391K	Sell	4,823 -2,136	-31%	-$161K	0.21%	82
2026 Q1	$475K	Sell	6,959 -645	-8%	-$45.9K	0.29%	68
2025 Q4	$528K	Hold	7,604	–	–	0.31%	58
2025 Q3	$511K	Sell	7,604 -200	-3%	-$13K	0.32%	55
2025 Q2	$490K	Hold	7,804	–	–	0.33%	56
2025 Q1	$457K	Hold	7,804	–	–	0.31%	65
2024 Q4	$462K	Buy	+7,804	New	+$476K	0.31%	65

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Millstone Evans Group's RDVY Position: Q2 2026 in Review

Millstone Evans Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 31% in Q2 2026, selling an estimated $161K and leaving 4,823 shares worth $391K. The position accounts for 0.21% of the portfolio, ranked #82.

Millstone Evans Group first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q4 2025. 702 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Millstone Evans Group held 4,823 shares of First Trust Rising Dividend Achievers ETF worth $391K as of Q2 2026.
Millstone Evans Group sold 2,136 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $161K.
First Trust Rising Dividend Achievers ETF made up 0.21% of Millstone Evans Group's portfolio in Q2 2026, its #82 holding.
Millstone Evans Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's First Trust Rising Dividend Achievers ETF position peaked at $528K in Q4 2025.
702 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.