Owen LaRue’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Owen LaRue’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	$2.25M	Buy	27,768 +7,464	+37%	+$561K	0.78%	34
2026 Q1	$1.39M	Buy	20,304 +5,472	+37%	+$390K	0.53%	47
2025 Q4	$1.03M	Buy	14,832 +2,353	+19%	+$160K	0.39%	58
2025 Q3	$839K	Sell	12,479 -2,304	-16%	-$149K	0.33%	63
2025 Q2	$928K	Sell	14,783 -3,751	-20%	-$221K	0.39%	60
2025 Q1	$1.08M	Sell	18,534 -11,604	-39%	-$705K	0.54%	44
2024 Q4	$1.78M	Buy	30,138 +7,078	+31%	+$432K	0.93%	29
2024 Q3	$1.37M	Sell	23,060 -4,550	-16%	-$259K	0.73%	40
2024 Q2	$1.51M	Buy	27,610 +20,874	+310%	+$1.14M	0.94%	31
2024 Q1	$378K	Sell	6,736 -597	-8%	-$31.3K	0.24%	58
2023 Q4	$379K	Sell	7,333 -1,847	-20%	-$87.3K	0.36%	49
2023 Q3	$422K	Sell	9,180 -28	-0.3%	-$1.34K	0.46%	47
2023 Q2	$437K	Buy	9,208 +3,006	+48%	+$136K	0.46%	48
2023 Q1	$276K	Hold	6,202	–	–	0.3%	54
2022 Q4	$276K	Buy	+6,202	New	+$271K	0.3%	54

Other funds holding RDVY

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Owen LaRue's RDVY Position: Q2 2026 in Review

Owen LaRue increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 37% in Q2 2026, buying an estimated $561K and bringing the position to 27,768 shares worth $2.25M. The position accounts for 0.78% of the portfolio, ranked #34.

Owen LaRue first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Owen LaRue held 27,768 shares of First Trust Rising Dividend Achievers ETF worth $2.25M as of Q2 2026.
Owen LaRue bought 7,464 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $561K.
First Trust Rising Dividend Achievers ETF made up 0.78% of Owen LaRue's portfolio in Q2 2026, its #34 holding.
Owen LaRue first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.