Moment Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Moment Partners’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	$1.32M	Sell	16,337 -1,254	-7%	-$94.3K	0.24%	23
2026 Q1	$1.2M	Hold	17,591	–	–	0.21%	31
2025 Q4	$1.22M	Sell	17,591 -22	-0.1%	-$1.5K	0.25%	24
2025 Q3	$1.18M	Hold	17,613	–	–	0.21%	35
2025 Q2	$1.11M	Sell	17,613 -512	-3%	-$30.1K	0.21%	32
2025 Q1	$1.06M	Hold	18,125	–	–	0.21%	34
2024 Q4	$1.07M	Buy	+18,125	New	+$1.11M	0.2%	30

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

Moment Partners's RDVY Position: Q2 2026 in Review

Moment Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.1% in Q2 2026, selling an estimated $94.3K and leaving 16,337 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #23.

Moment Partners first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Moment Partners held 16,337 shares of First Trust Rising Dividend Achievers ETF worth $1.32M as of Q2 2026.
Moment Partners sold 1,254 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $94.3K.
First Trust Rising Dividend Achievers ETF made up 0.24% of Moment Partners's portfolio in Q2 2026, its #23 holding.
Moment Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 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 Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.