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Prime Capital Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Prime Capital Investment 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 		$848K Buy
10,457
+337
+3% +$25.3K 0.01% 557
2026
Q1 		$691K Buy
10,120
+1,733
+21% +$123K 0.01% 597
2025
Q4 		$583K Buy
8,387
+1,067
+15% +$72.5K 0.01% 610
2025
Q3 		$492K Sell
7,320
-1
-0% -$65 0.01% 644
2025
Q2 		$459K Sell
7,321
-2,496
-25% -$147K 0.01% 640
2025
Q1 		$575K Buy
9,817
+2,511
+34% +$153K 0.01% 633
2024
Q4 		$432K Buy
7,306
+14
+0.2% +$854 0.01% 609
2024
Q3 		$432K Sell
7,292
-40
-0.5% -$2.27K 0.01% 627
2024
Q2 		$401K Sell
7,332
-2,153
-23% -$118K 0.01% 638
2024
Q1 		$533K Buy
9,485
+1,178
+14% +$61.8K 0.01% 608
2023
Q4 		$429K Sell
8,307
-293
-3% -$13.8K 0.01% 614
2023
Q3 		$395K Sell
8,600
-778
-8% -$37.2K 0.01% 512
2023
Q2 		$442K Buy
+9,378
New +$424K 0.01% 507
2023
Q1 		– Sell
-9,134
Closed -$401K – 635
2022
Q4 		$401K Buy
+9,134
New +$399K 0.02% 369
2020
Q3 		– Sell
-1,775
Closed -$55K – 494
2020
Q2 		$55K Hold
1,775
– – 0.01% 314
2020
Q1 		$45K Buy
+1,775
New +$57.6K 0.01% 291

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prime Capital Investment Advisors's RDVY Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.3% in Q2 2026, buying an estimated $25.3K and bringing the position to 10,457 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #557.

Prime Capital Investment Advisors first reported a position in RDVY in Q1 2020 and has held it in 16 quarters since. 657 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Prime Capital Investment Advisors held 10,457 shares of First Trust Rising Dividend Achievers ETF worth $848K as of Q2 2026.
  • Prime Capital Investment Advisors bought 337 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.3K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #557 holding.
  • Prime Capital Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 16 quarters since.
  • 657 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.