Plotkin Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Plotkin Financial Advisors’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	193,183 +2,546	+1%	+$191K	6.5%	4
2026 Q1	$13M	Buy	190,637 +2,587	+1%	+$184K	6.54%	4
2025 Q4	$13.1M	Buy	188,050 +3,756	+2%	+$255K	6.37%	4
2025 Q3	$12.4M	Buy	184,294 +10,153	+6%	+$659K	6.13%	3
2025 Q2	$10.9M	Sell	174,141 -717	-0.4%	-$42.2K	6.03%	3
2025 Q1	$10.2M	Buy	174,858 +5,556	+3%	+$338K	6.29%	3
2024 Q4	$10M	Sell	169,302 -6,633	-4%	-$405K	5.94%	3
2024 Q3	$10.4M	Sell	175,935 -2,515	-1%	-$143K	6.23%	3
2024 Q2	$9.77M	Sell	178,450 -2,631	-1%	-$144K	6.28%	2
2024 Q1	$10.2M	Buy	181,081 +15,320	+9%	+$804K	6.74%	2
2023 Q4	$8.56M	Sell	165,761 -6,852	-4%	-$324K	6.51%	2
2023 Q3	$7.93M	Sell	172,613 -1,327	-0.8%	-$63.4K	6.98%	2
2023 Q2	$8.19M	Sell	173,940 -8,659	-5%	-$392K	6.81%	2
2023 Q1	$8.19M	Sell	182,599 -2,830	-2%	-$130K	7.62%	2
2022 Q4	$8.14M	Sell	185,429 -9,766	-5%	-$427K	8.27%	1
2022 Q3	$7.59M	Buy	195,195 +6,770	+4%	+$291K	7.68%	1
2022 Q2	$7.71M	Sell	188,425 -2,322	-1%	-$105K	7.33%	3
2022 Q1	$9.35M	Buy	190,747 +180,934	+1,844%	+$9.03M	6.53%	3
2021 Q4	$508K	Buy	9,813 +2,716	+38%	+$137K	0.32%	50
2021 Q3	$337K	Buy	+7,097	New	+$344K	0.2%	70

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

Plotkin Financial Advisors's RDVY Position: Q2 2026 in Review

Plotkin Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.3% in Q2 2026, buying an estimated $191K and bringing the position to 193,183 shares worth $15.7M. The position accounts for 6.5% of the portfolio, ranked #4.

Plotkin Financial Advisors first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Plotkin Financial Advisors held 193,183 shares of First Trust Rising Dividend Achievers ETF worth $15.7M as of Q2 2026.
Plotkin Financial Advisors bought 2,546 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $191K.
First Trust Rising Dividend Achievers ETF made up 6.5% of Plotkin Financial Advisors's portfolio in Q2 2026, its #4 holding.
Plotkin Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.