Ogorek Anthony Joseph’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ogorek Anthony Joseph’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	$8K	Hold	99	–	–	﹤0.01%	447
2026 Q1	$6K	Buy	99 +1	+1%	+$71	﹤0.01%	469
2025 Q4	$6K	Hold	98	–	–	﹤0.01%	464
2025 Q3	$6K	Hold	98	–	–	﹤0.01%	473
2025 Q2	$6K	Hold	98	–	–	﹤0.01%	459
2025 Q1	$5K	Buy	98 +1	+1%	+$61	﹤0.01%	472
2024 Q4	$5K	Hold	97	–	–	﹤0.01%	254
2024 Q3	$5K	Sell	97 -203	-68%	-$11.5K	﹤0.01%	234
2024 Q2	$16K	Sell	300 -357	-54%	-$19.5K	0.01%	182
2024 Q1	$36K	Sell	657 -953	-59%	-$50K	0.01%	125
2023 Q4	$83K	Sell	1,610 -66,317	-98%	-$3.13M	0.03%	80
2023 Q3	$3.12M	Sell	67,927 -625	-0.9%	-$29.9K	1.23%	27
2023 Q2	$3.23M	Buy	68,552 +1,116	+2%	+$50.5K	1.24%	25
2023 Q1	$3.02M	Buy	67,436 +61	+0.1%	+$2.8K	1.24%	25
2022 Q4	$2.96M	Sell	67,375 -891	-1%	-$39K	1.29%	27
2022 Q3	$2.65M	Buy	68,266 +324	+0.5%	+$13.9K	1.26%	21
2022 Q2	$2.78M	Buy	67,942 +203	+0.3%	+$9.2K	1.28%	21
2022 Q1	$3.32M	Buy	+67,739	New	+$3.38M	1.36%	18

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

Ogorek Anthony Joseph's RDVY Position: Q2 2026 in Review

Ogorek Anthony Joseph held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 99 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Ogorek Anthony Joseph first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.32M in Q1 2022. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Ogorek Anthony Joseph held 99 shares of First Trust Rising Dividend Achievers ETF worth $8K as of Q2 2026.
Ogorek Anthony Joseph left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #447 holding.
Ogorek Anthony Joseph first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
Ogorek Anthony Joseph's First Trust Rising Dividend Achievers ETF position peaked at $3.32M in Q1 2022.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.