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Prosperity Consulting Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Prosperity Consulting Group’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 		$1.82M Buy
22,475
+3,516
+19% +$264K 0.07% 185
2026
Q1 		$1.29M Buy
18,959
+454
+2% +$32.3K 0.06% 208
2025
Q4 		$1.29M Buy
18,505
+1,570
+9% +$107K 0.06% 217
2025
Q3 		$1.14M Buy
16,935
+1,863
+12% +$121K 0.06% 231
2025
Q2 		$946K Buy
15,072
+275
+2% +$16.2K 0.07% 232
2025
Q1 		$866K Buy
14,797
+1,396
+10% +$84.9K 0.07% 241
2024
Q4 		$793K Buy
13,401
+1,454
+12% +$88.7K 0.06% 256
2024
Q3 		$707K Buy
+11,947
New +$679K 0.06% 265

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

Prosperity Consulting Group's RDVY Position: Q2 2026 in Review

Prosperity Consulting Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 19% in Q2 2026, buying an estimated $264K and bringing the position to 22,475 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #185.

Prosperity Consulting Group first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Prosperity Consulting Group held 22,475 shares of First Trust Rising Dividend Achievers ETF worth $1.82M as of Q2 2026.
  • Prosperity Consulting Group bought 3,516 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $264K.
  • First Trust Rising Dividend Achievers ETF made up 0.07% of Prosperity Consulting Group's portfolio in Q2 2026, its #185 holding.
  • Prosperity Consulting Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.