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

REAP 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	$48.9K	Buy	603 +1	+0.2%	+$75	0.01%	304
2026 Q1	$41.1K	Buy	602 +2	+0.3%	+$142	0.01%	310
2025 Q4	$41.7K	Buy	+600	New	+$40.8K	0.01%	317
2025 Q3	–	Sell	-10,073	Closed	-$632K	–	548
2025 Q2	$632K	Buy	10,073 +9	+0.1%	+$529	0.15%	61
2025 Q1	$589K	Sell	10,064 -9	-0.1%	-$547	0.15%	59
2024 Q4	$596K	Sell	10,073 -1,073	-10%	-$65.5K	0.15%	62
2024 Q3	$660K	Sell	11,146 -1,752	-14%	-$99.6K	0.16%	61
2024 Q2	$706K	Sell	12,898 -10,646	-45%	-$582K	0.19%	62
2024 Q1	$1.32M	Sell	23,544 -203,553	-90%	-$10.7M	0.36%	47
2023 Q4	$11.7M	Buy	+227,097	New	+$10.7M	3.42%	5

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

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

REAP Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.17% in Q2 2026, buying an estimated $75 and bringing the position to 603 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #304.

REAP Financial Group first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2023. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

REAP Financial Group held 603 shares of First Trust Rising Dividend Achievers ETF worth $48.9K as of Q2 2026.
REAP Financial Group bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
First Trust Rising Dividend Achievers ETF made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #304 holding.
REAP Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $11.7M in Q4 2023.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.