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Park Avenue Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Park Avenue Securities’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 		$4.52M Sell
55,734
-1,796
-3% -$135K 0.03% 408
2026
Q1 		$3.93M Sell
57,530
-293
-0.5% -$20.9K 0.03% 372
2025
Q4 		$4.02M Buy
57,823
+1,654
+3% +$112K 0.03% 345
2025
Q3 		$3.78M Buy
56,169
+17,997
+47% +$1.17M 0.03% 381
2025
Q2 		$2.4M Buy
38,172
+12,125
+47% +$713K 0.02% 460
2025
Q1 		$1.52M Buy
26,047
+14,220
+120% +$864K 0.02% 472
2024
Q4 		$699K Buy
11,827
+8,166
+223% +$498K 0.01% 928
2024
Q3 		$217K Sell
3,661
-11,541
-76% -$656K ﹤0.01% 1318
2024
Q2 		$832K Buy
15,202
+1,250
+9% +$68.3K 0.01% 748
2024
Q1 		$784K Buy
13,952
+485
+4% +$25.4K 0.01% 777
2023
Q4 		$696K Buy
13,467
+536
+4% +$25.3K 0.01% 770
2023
Q3 		$594K Buy
+12,931
New +$618K 0.01% 766
2023
Q1 		– Sell
-5,326
Closed -$234K – 1062
2022
Q4 		$234K Sell
5,326
-8,803
-62% -$385K ﹤0.01% 1079
2022
Q3 		$549K Sell
14,129
-108
-0.8% -$4.64K 0.01% 677
2022
Q2 		$583K Buy
14,237
+1,348
+10% +$61.1K 0.01% 659
2022
Q1 		$632K Buy
12,889
+332
+3% +$16.6K 0.01% 640
2021
Q4 		$650K Buy
12,557
+275
+2% +$13.9K 0.01% 609
2021
Q3 		$583K Buy
12,282
+2,154
+21% +$104K 0.01% 579
2021
Q2 		$487K Buy
+10,128
New +$485K 0.01% 643

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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
RA
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

Park Avenue Securities's RDVY Position: Q2 2026 in Review

Park Avenue Securities reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.1% in Q2 2026, selling an estimated $135K and leaving 55,734 shares worth $4.52M. The position accounts for 0.03% of the portfolio, ranked #408.

Park Avenue Securities first reported a position in RDVY in Q2 2021 and has held it in 19 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Park Avenue Securities held 55,734 shares of First Trust Rising Dividend Achievers ETF worth $4.52M as of Q2 2026.
  • Park Avenue Securities sold 1,796 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $135K.
  • First Trust Rising Dividend Achievers ETF made up 0.03% of Park Avenue Securities's portfolio in Q2 2026, its #408 holding.
  • Park Avenue Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 19 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.