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Quad-Cities Investment Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Quad-Cities Investment 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 		$1.66M Sell
20,498
-125
-0.6% -$9.4K 0.6% 40
2026
Q1 		$1.41M Sell
20,623
-596
-3% -$42.4K 0.56% 42
2025
Q4 		$1.47M Buy
21,219
+157
+0.7% +$10.7K 0.61% 40
2025
Q3 		$1.42M Sell
21,062
-1,146
-5% -$74.3K 0.6% 40
2025
Q2 		$1.39M Sell
22,208
-102
-0.5% -$6K 0.63% 36
2025
Q1 		$1.31M Sell
22,310
-381
-2% -$23.2K 0.64% 34
2024
Q4 		$1.34M Buy
22,691
+136
+0.6% +$8.3K 0.66% 35
2024
Q3 		$1.34M Buy
22,555
+2,321
+11% +$132K 0.67% 35
2024
Q2 		$1.11M Buy
20,234
+931
+5% +$50.9K 0.61% 39
2024
Q1 		$1.08M Sell
19,303
-247
-1% -$13K 0.63% 38
2023
Q4 		$1.01M Buy
19,550
+668
+4% +$31.6K 0.62% 40
2023
Q3 		$868K Buy
18,882
+1,239
+7% +$59.2K 0.58% 44
2023
Q2 		$831K Sell
17,643
-3,109
-15% -$141K 0.54% 43
2023
Q1 		$931K Sell
20,752
-312
-1% -$14.3K 0.64% 38
2022
Q4 		$925K Buy
21,064
+335
+2% +$14.6K 0.68% 37
2022
Q3 		$806K Buy
20,729
+1,772
+9% +$76.2K 0.63% 41
2022
Q2 		$776K Buy
18,957
+2,106
+12% +$95.5K 0.58% 44
2022
Q1 		$826K Buy
16,851
+1,231
+8% +$61.5K 0.53% 50
2021
Q4 		$809K Buy
15,620
+1,733
+12% +$87.4K 0.51% 52
2021
Q3 		$659K Buy
13,887
+1,359
+11% +$65.8K 0.46% 62
2021
Q2 		$602K Buy
12,528
+3,107
+33% +$149K 0.41% 68
2021
Q1 		$429K Buy
9,421
+82
+0.9% +$3.5K 0.33% 86
2020
Q4 		$373K Buy
9,339
+887
+10% +$32.3K 0.31% 96
2020
Q3 		$277K Sell
8,452
-1,506
-15% -$48.9K 0.26% 100
2020
Q2 		$307K Sell
9,958
-532
-5% -$15.5K 0.32% 93
2020
Q1 		$269K Buy
10,490
+483
+5% +$15.7K 0.34% 90
2019
Q4 		$358K Buy
10,007
+1,816
+22% +$61.5K 0.34% 91
2019
Q3 		$260K Buy
8,191
+4,930
+151% +$154K 0.22% 110
2019
Q2 		$102K Buy
3,261
+3,061
+1,531% +$93.4K 0.09% 224
2019
Q1 		$6K Buy
+200
New +$5.86K 0.01% 659

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

Quad-Cities Investment Group's RDVY Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.61% in Q2 2026, selling an estimated $9.4K and leaving 20,498 shares worth $1.66M. The position accounts for 0.6% of the portfolio, ranked #40.

Quad-Cities Investment Group first reported a position in RDVY in Q1 2019 and has held it in 30 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Quad-Cities Investment Group held 20,498 shares of First Trust Rising Dividend Achievers ETF worth $1.66M as of Q2 2026.
  • Quad-Cities Investment Group sold 125 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.4K.
  • First Trust Rising Dividend Achievers ETF made up 0.6% of Quad-Cities Investment Group's portfolio in Q2 2026, its #40 holding.
  • Quad-Cities Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2019 and has held it in 30 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.