Northeast Planning Associates NH’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Northeast Planning Associates NH’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	$2.19M	Sell	28,938 -2,086	-7%	-$157K	1.64%	17
2026 Q1	$2.12M	Buy	31,024 +2,526	+9%	+$180K	1.42%	19
2025 Q4	$1.98M	Sell	28,498 -161	-0.6%	-$10.9K	1.4%	19
2025 Q3	$1.93M	Sell	28,659 -8,436	-23%	-$547K	1.64%	17
2025 Q2	$2.33M	Buy	37,095 +655	+2%	+$38.5K	2.14%	14
2025 Q1	$2.13M	Buy	+36,440	New	+$2.21M	1.77%	13

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

Northeast Planning Associates NH's RDVY Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.7% in Q2 2026, selling an estimated $157K and leaving 28,938 shares worth $2.19M. The position accounts for 1.64% of the portfolio, ranked #17.

Northeast Planning Associates NH first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Northeast Planning Associates NH held 28,938 shares of First Trust Rising Dividend Achievers ETF worth $2.19M as of Q2 2026.
Northeast Planning Associates NH sold 2,086 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $157K.
First Trust Rising Dividend Achievers ETF made up 1.64% of Northeast Planning Associates NH's portfolio in Q2 2026, its #17 holding.
Northeast Planning Associates NH first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Northeast Planning Associates NH's First Trust Rising Dividend Achievers ETF position peaked at $2.33M in Q2 2025.
409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.