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

Prosperity Financial 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	$1.15M	Buy	14,203 +3,417	+32%	+$257K	0.36%	79
2026 Q1	$736K	Buy	10,786 +7,353	+214%	+$523K	0.27%	100
2025 Q4	$238K	Buy	+3,433	New	+$233K	0.09%	157
2023 Q3	–	Sell	-6,981	Closed	-$329K	–	135
2023 Q2	$329K	Buy	6,981 +11	+0.2%	+$498	0.29%	78
2023 Q1	$313K	Buy	6,970 +119	+2%	+$5.47K	0.32%	71
2022 Q4	$301K	Buy	+6,851	New	+$300K	0.32%	62

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

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

Prosperity Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 32% in Q2 2026, buying an estimated $257K and bringing the position to 14,203 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #79.

Prosperity Financial Group first reported a position in RDVY in Q4 2022 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Prosperity Financial Group held 14,203 shares of First Trust Rising Dividend Achievers ETF worth $1.15M as of Q2 2026.
Prosperity Financial Group bought 3,417 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $257K.
First Trust Rising Dividend Achievers ETF made up 0.36% of Prosperity Financial Group's portfolio in Q2 2026, its #79 holding.
Prosperity Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.