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

Prosperity Capital 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	$725K	Buy	8,949 +310	+4%	+$23.3K	0.04%	232
2026 Q1	$590K	Buy	8,639 +944	+12%	+$67.2K	0.03%	254
2025 Q4	$535K	Buy	7,695 +3,499	+83%	+$238K	0.03%	243
2025 Q3	$282K	Sell	4,196 -7,762	-65%	-$504K	0.02%	353
2025 Q2	$750K	Buy	+11,958	New	+$703K	0.05%	203
2025 Q1	–	Sell	-36,627	Closed	-$2.17M	–	363
2024 Q4	$2.17M	Sell	36,627 -24,537	-40%	-$1.5M	0.18%	97
2024 Q3	$3.62M	Buy	+61,164	New	+$3.48M	0.31%	64
2024 Q2	–	Sell	-52,024	Closed	-$2.92M	–	348
2024 Q1	$2.92M	Buy	52,024 +24,245	+87%	+$1.27M	0.35%	50
2023 Q4	$1.44M	Sell	27,779 -34,603	-55%	-$1.64M	0.16%	75
2023 Q3	$2.87M	Buy	+62,382	New	+$2.98M	0.38%	46

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prosperity Capital Advisors's RDVY Position: Q2 2026 in Review

Prosperity Capital Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 8,949 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #232.

Prosperity Capital Advisors first reported a position in RDVY in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.62M in Q3 2024. 155 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Prosperity Capital Advisors held 8,949 shares of First Trust Rising Dividend Achievers ETF worth $725K as of Q2 2026.
Prosperity Capital Advisors bought 310 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $23.3K.
First Trust Rising Dividend Achievers ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #232 holding.
Prosperity Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 10 quarters since.
Prosperity Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $3.62M in Q3 2024.
155 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.