O'Donnell Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

O'Donnell Financial 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	$30.5M	Buy	376,288 +14,148	+4%	+$1.06M	8.98%	2
2026 Q1	$24.7M	Buy	362,140 +5,066	+1%	+$361K	8.51%	2
2025 Q4	$24.8M	Buy	357,074 +8,629	+2%	+$587K	8.48%	3
2025 Q3	$23.4M	Buy	348,445 +161,535	+86%	+$10.5M	8.34%	3
2025 Q2	$11.7M	Buy	186,910 +5,330	+3%	+$313K	4.5%	8
2025 Q1	$10.6M	Buy	181,580 +28,432	+19%	+$1.73M	4.39%	9
2024 Q4	$9.04M	Buy	153,148 +13,505	+10%	+$824K	3.78%	9
2024 Q3	$8.27M	Buy	+139,643	New	+$7.94M	3.36%	10
2022 Q3	–	Sell	-14,366	Closed	-$588K	–	34
2022 Q2	$588K	Sell	14,366 -772,878	-98%	-$35M	0.48%	17
2022 Q1	$38.6M	Buy	787,244 +130,983	+20%	+$6.54M	17.56%	1
2021 Q4	$32.5M	Sell	656,261 -5,456	-0.8%	-$275K	15.02%	1
2021 Q3	$31.4M	Buy	+661,717	New	+$32.1M	15.1%	3

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

O'Donnell Financial Services's RDVY Position: Q2 2026 in Review

O'Donnell Financial Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.9% in Q2 2026, buying an estimated $1.06M and bringing the position to 376,288 shares worth $30.5M. The position accounts for 8.98% of the portfolio, ranked #2.

O'Donnell Financial Services first reported a position in RDVY in Q3 2021 and has held it in 12 quarters since. The position peaked at $38.6M in Q1 2022. 816 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

O'Donnell Financial Services held 376,288 shares of First Trust Rising Dividend Achievers ETF worth $30.5M as of Q2 2026.
O'Donnell Financial Services bought 14,148 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.06M.
First Trust Rising Dividend Achievers ETF made up 8.98% of O'Donnell Financial Services's portfolio in Q2 2026, its #2 holding.
O'Donnell Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 12 quarters since.
O'Donnell Financial Services's First Trust Rising Dividend Achievers ETF position peaked at $38.6M in Q1 2022.
816 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.