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Money Concepts Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Money Concepts Capital’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 		$1.26M Buy
15,531
+1,576
+11% +$119K 0.06% 271
2026
Q1 		$953K Buy
13,955
+412
+3% +$29.3K 0.05% 292
2025
Q4 		$941K Sell
13,543
-650
-5% -$44.2K 0.05% 270
2025
Q3 		$955K Buy
14,193
+2,473
+21% +$160K 0.06% 255
2025
Q2 		$735K Buy
11,720
+3,213
+38% +$189K 0.05% 273
2025
Q1 		$498K Sell
8,507
-469
-5% -$28.5K 0.04% 296
2024
Q4 		$531K Hold
8,976
– – 0.04% 288
2024
Q3 		$531K Sell
8,976
-655
-7% -$37.3K 0.04% 287
2024
Q2 		$527K Buy
9,631
+1,493
+18% +$81.6K 0.04% 280
2024
Q1 		$457K Buy
8,138
+275
+3% +$14.4K 0.04% 299
2023
Q4 		$406K Buy
7,863
+188
+2% +$8.89K 0.04% 303
2023
Q3 		$353K Buy
7,675
+1,157
+18% +$55.3K 0.04% 283
2023
Q2 		$307K Sell
6,518
-9,127
-58% -$413K 0.03% 304
2023
Q1 		$338K Sell
15,645
-99,812
-86% -$4.58M 0.02% 344
2022
Q4 		$5.07M Buy
115,457
+110,090
+2,051% +$4.81M 0.23% 86
2022
Q3 		$209K Sell
5,367
-401
-7% -$17.2K 0.01% 418
2022
Q2 		$237K Sell
5,768
-103,118
-95% -$4.68M 0.02% 377
2022
Q1 		$5.33M Buy
108,886
+102,527
+1,612% +$5.12M 0.3% 67
2021
Q4 		$329K Buy
+6,359
New +$321K 0.03% 382
2021
Q1 		$22.6M Buy
496,643
+165,589
+50% +$7.06M 1.81% 5
2020
Q4 		$13.2M Buy
+331,054
New +$12M 1.22% 20

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Concepts Capital's RDVY Position: Q2 2026 in Review

Money Concepts Capital increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, buying an estimated $119K and bringing the position to 15,531 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #271.

Money Concepts Capital first reported a position in RDVY in Q4 2020 and has held it in 21 quarters since. The position peaked at $22.6M in Q1 2021. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Money Concepts Capital held 15,531 shares of First Trust Rising Dividend Achievers ETF worth $1.26M as of Q2 2026.
  • Money Concepts Capital bought 1,576 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $119K.
  • First Trust Rising Dividend Achievers ETF made up 0.06% of Money Concepts Capital's portfolio in Q2 2026, its #271 holding.
  • Money Concepts Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's First Trust Rising Dividend Achievers ETF position peaked at $22.6M in Q1 2021.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.