Northwest Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Northwest Financial Advisors’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	$598K	Buy	7,383 +5	+0.1%	+$376	0.08%	36
2026 Q1	$504K	Sell	7,378 -107	-1%	-$7.62K	0.97%	29
2025 Q4	$520K	Sell	7,485 -14,124	-65%	-$960K	1.07%	28
2025 Q3	$1.45M	Buy	21,609 +2,613	+14%	+$170K	1.87%	15
2025 Q2	$1.19M	Sell	18,996 -25,298	-57%	-$1.49M	1.66%	15
2025 Q1	$2.59M	Sell	44,294 -9,929	-18%	-$604K	2.15%	10
2024 Q4	$3.21M	Buy	54,223 +3,940	+8%	+$240K	2.65%	8
2024 Q3	$2.98M	Sell	50,283 -4,764	-9%	-$271K	2.37%	8
2024 Q2	$3.01M	Sell	55,047 -1,592	-3%	-$87K	3.06%	8
2024 Q1	$3.18M	Buy	56,639 +16,580	+41%	+$870K	3.49%	7
2023 Q4	$2.07M	Buy	+40,059	New	+$1.89M	1.76%	9

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwest Financial Advisors's RDVY Position: Q2 2026 in Review

Northwest Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.07% in Q2 2026, buying an estimated $376 and bringing the position to 7,383 shares worth $598K. The position accounts for 0.08% of the portfolio, ranked #36.

Northwest Financial Advisors first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.21M in Q4 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Northwest Financial Advisors held 7,383 shares of First Trust Rising Dividend Achievers ETF worth $598K as of Q2 2026.
Northwest Financial Advisors bought 5 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $376.
First Trust Rising Dividend Achievers ETF made up 0.08% of Northwest Financial Advisors's portfolio in Q2 2026, its #36 holding.
Northwest Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $3.21M in Q4 2024.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.