Proactive Wealth Strategies’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Proactive Wealth Strategies’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	$10.2M	Sell	126,221 -1,050	-0.8%	-$79K	1.64%	11
2026 Q1	$8.69M	Buy	127,271 +63,577	+100%	+$4.53M	1.63%	12
2025 Q4	$4.42M	Sell	63,694 -454	-0.7%	-$30.9K	1.75%	14
2025 Q3	$4.31M	Buy	64,148 +174	+0.3%	+$11.3K	1.86%	9
2025 Q2	$4.01M	Sell	63,974 -2,005	-3%	-$118K	1.9%	10
2025 Q1	$3.86M	Sell	65,979 -272	-0.4%	-$16.5K	2.06%	7
2024 Q4	$3.92M	Buy	66,251 +3,697	+6%	+$226K	2.04%	9
2024 Q3	$3.7M	Buy	+62,554	New	+$3.56M	2.06%	10

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Proactive Wealth Strategies's RDVY Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.83% in Q2 2026, selling an estimated $79K and leaving 126,221 shares worth $10.2M. The position accounts for 1.64% of the portfolio, ranked #11.

Proactive Wealth Strategies first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Proactive Wealth Strategies held 126,221 shares of First Trust Rising Dividend Achievers ETF worth $10.2M as of Q2 2026.
Proactive Wealth Strategies sold 1,050 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $79K.
First Trust Rising Dividend Achievers ETF made up 1.64% of Proactive Wealth Strategies's portfolio in Q2 2026, its #11 holding.
Proactive Wealth Strategies first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
581 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.