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Petix & Botte Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Petix & Botte Financial’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 		$15.7M Buy
193,726
+103,028
+114% +$7.75M 3.16% 8
2026
Q1 		$12.4M Sell
90,698
-72,677
-44% -$5.17M 2.76% 11
2025
Q4 		$11.3M Buy
163,375
+24,026
+17% +$1.63M 2.57% 11
2025
Q3 		$9.37M Buy
139,349
+16,903
+14% +$1.1M 2.16% 18
2025
Q2 		$7.68M Buy
122,446
+14,355
+13% +$844K 1.88% 20
2025
Q1 		$6.33M Buy
108,091
+24,421
+29% +$1.48M 1.67% 21
2024
Q4 		$4.95M Buy
83,670
+70,332
+527% +$4.29M 1.3% 24
2024
Q3 		$790K Hold
13,338
– – 0.21% 60
2024
Q2 		$730K Buy
13,338
+6,669
+100% +$365K 0.21% 62
2024
Q1 		$375K Sell
6,669
-7,069
-51% -$371K 0.09% 104
2023
Q4 		$710K Hold
13,738
– – 0.21% 57
2023
Q3 		$631K Hold
13,738
– – 0.2% 58
2023
Q2 		$647K Buy
13,738
+6,869
+100% +$311K 0.2% 57
2023
Q1 		$308K Buy
+6,869
New +$316K 0.21% 60
2022
Q3 		$265K Buy
+6,819
New +$293K 0.2% 59
2022
Q2 		– Sell
-5,380
Closed -$264K – 104
2022
Q1 		$264K Buy
+5,380
New +$269K 0.08% 95

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Petix & Botte Financial's RDVY Position: Q2 2026 in Review

Petix & Botte Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 114% in Q2 2026, buying an estimated $7.75M and bringing the position to 193,726 shares worth $15.7M. The position accounts for 3.16% of the portfolio, ranked #8.

Petix & Botte Financial first reported a position in RDVY in Q1 2022 and has held it in 16 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Petix & Botte Financial held 193,726 shares of First Trust Rising Dividend Achievers ETF worth $15.7M as of Q2 2026.
  • Petix & Botte Financial bought 103,028 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.75M.
  • First Trust Rising Dividend Achievers ETF made up 3.16% of Petix & Botte Financial's portfolio in Q2 2026, its #8 holding.
  • Petix & Botte Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 16 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.