National Wealth Management Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

National Wealth Management 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	$2.14M	Sell	26,415 -1,138	-4%	-$85.6K	0.66%	45
2026 Q1	$1.88M	Buy	27,553 +4,252	+18%	+$303K	0.7%	38
2025 Q4	$1.62M	Buy	23,301 +4,719	+25%	+$321K	0.56%	37
2025 Q3	$1.25M	Buy	18,582 +1,481	+9%	+$96.1K	0.47%	39
2025 Q2	$1.07M	Buy	17,101 +2,323	+16%	+$137K	0.6%	34
2025 Q1	$865K	Buy	14,778 +5,879	+66%	+$357K	0.57%	39
2024 Q4	$526K	Buy	8,899 +858	+11%	+$52.4K	0.35%	63
2024 Q3	$476K	Buy	8,041 +3,582	+80%	+$204K	0.32%	76
2024 Q2	$244K	Sell	4,459 -508	-10%	-$27.8K	0.19%	115
2024 Q1	$279K	Sell	4,967 -2,252	-31%	-$118K	0.22%	113
2023 Q4	$373K	Sell	7,219 -153	-2%	-$7.23K	0.36%	83
2023 Q3	$339K	Sell	7,372 -2,736	-27%	-$131K	0.37%	90
2023 Q2	$493K	Buy	10,108 +1,733	+21%	+$78.4K	0.51%	64
2023 Q1	$362K	Sell	8,375 -1,638	-16%	-$75.2K	0.41%	78
2022 Q4	$440K	Sell	10,013 -9,204	-48%	-$402K	0.53%	62
2022 Q3	$747K	Sell	19,217 -5,121	-21%	-$220K	0.97%	24
2022 Q2	$996K	Sell	24,338 -3,124	-11%	-$142K	1.26%	18
2022 Q1	$1.35M	Sell	27,462 -17,509	-39%	-$874K	1.3%	19
2021 Q4	$2.33M	Buy	+44,971	New	+$2.27M	2.18%	7

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

National Wealth Management Group's RDVY Position: Q2 2026 in Review

National Wealth Management Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.1% in Q2 2026, selling an estimated $85.6K and leaving 26,415 shares worth $2.14M. The position accounts for 0.66% of the portfolio, ranked #45.

National Wealth Management Group first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2021. 239 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

National Wealth Management Group held 26,415 shares of First Trust Rising Dividend Achievers ETF worth $2.14M as of Q2 2026.
National Wealth Management Group sold 1,138 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $85.6K.
First Trust Rising Dividend Achievers ETF made up 0.66% of National Wealth Management Group's portfolio in Q2 2026, its #45 holding.
National Wealth Management Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
National Wealth Management Group's First Trust Rising Dividend Achievers ETF position peaked at $2.33M in Q4 2021.
239 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.