N.E.W. Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

N.E.W. Advisory Services’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	$10.5M	Buy	129,308 +3,386	+3%	+$255K	0.7%	30
2026 Q1	$8.6M	Sell	125,922 -26,258	-17%	-$1.87M	0.64%	33
2025 Q4	$10.6M	Buy	152,180 +125,002	+460%	+$8.5M	0.78%	26
2025 Q3	$1.83M	Buy	27,178 +5,158	+23%	+$335K	0.16%	53
2025 Q2	$1.38M	Sell	22,020 -173,057	-89%	-$10.2M	0.13%	59
2025 Q1	$11.4M	Buy	195,077 +98,852	+103%	+$6.01M	0.87%	29
2024 Q4	$5.69M	Buy	96,225 +1,506	+2%	+$91.9K	0.54%	34
2024 Q3	$5.61M	Buy	94,719 +63,372	+202%	+$3.6M	0.55%	32
2024 Q2	$1.72M	Buy	31,347 +3,927	+14%	+$215K	0.19%	57
2024 Q1	$1.54M	Buy	27,420 +11,415	+71%	+$599K	0.17%	63
2023 Q4	$827K	Sell	16,005 -38,819	-71%	-$1.83M	0.1%	77
2023 Q3	$2.52M	Buy	+54,824	New	+$2.62M	0.36%	44

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

N.E.W. Advisory Services's RDVY Position: Q2 2026 in Review

N.E.W. Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.7% in Q2 2026, buying an estimated $255K and bringing the position to 129,308 shares worth $10.5M. The position accounts for 0.7% of the portfolio, ranked #30.

N.E.W. Advisory Services first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.4M in Q1 2025. 600 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

N.E.W. Advisory Services held 129,308 shares of First Trust Rising Dividend Achievers ETF worth $10.5M as of Q2 2026.
N.E.W. Advisory Services bought 3,386 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $255K.
First Trust Rising Dividend Achievers ETF made up 0.7% of N.E.W. Advisory Services's portfolio in Q2 2026, its #30 holding.
N.E.W. Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
N.E.W. Advisory Services's First Trust Rising Dividend Achievers ETF position peaked at $11.4M in Q1 2025.
600 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.