Redhawk Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Redhawk Wealth 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	$21.6M	Buy	266,232 +125,867	+90%	+$9.47M	2.13%	7
2026 Q1	$9.58M	Sell	140,365 -15,027	-10%	-$1.07M	1.06%	23
2025 Q4	$10.8M	Buy	155,392 +47,676	+44%	+$3.24M	1.21%	18
2025 Q3	$7.24M	Sell	107,716 -746	-0.7%	-$48.4K	0.84%	29
2025 Q2	$6.8M	Sell	108,462 -37,991	-26%	-$2.23M	0.85%	26
2025 Q1	$8.57M	Buy	146,453 +2,466	+2%	+$150K	1.15%	18
2024 Q4	$8.52M	Buy	143,987 +15,651	+12%	+$955K	1.15%	20
2024 Q3	$7.6M	Buy	128,336 +23,532	+22%	+$1.34M	1.09%	22
2024 Q2	$5.74M	Buy	104,804 +9,821	+10%	+$537K	0.88%	26
2024 Q1	$5.34M	Buy	94,983 +18,125	+24%	+$951K	0.87%	28
2023 Q4	$3.97M	Buy	+76,858	New	+$3.63M	0.77%	34
2022 Q2	–	Sell	-5,858	Closed	-$287K	–	198
2022 Q1	$287K	Buy	+5,858	New	+$293K	0.08%	166
2021 Q4	–	Sell	-4,801	Closed	-$228K	–	246
2021 Q3	$228K	Buy	4,801 +110	+2%	+$5.33K	0.06%	190
2021 Q2	$225K	Buy	4,691 +60	+1%	+$2.87K	0.05%	227
2021 Q1	$211K	Buy	+4,631	New	+$197K	0.05%	210
2020 Q1	–	Sell	-6,895	Closed	-$247K	–	189
2019 Q4	$247K	Buy	+6,895	New	+$234K	0.09%	142

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

Redhawk Wealth Advisors's RDVY Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 90% in Q2 2026, buying an estimated $9.47M and bringing the position to 266,232 shares worth $21.6M. The position accounts for 2.13% of the portfolio, ranked #7.

Redhawk Wealth Advisors first reported a position in RDVY in Q4 2019 and has held it in 16 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Redhawk Wealth Advisors held 266,232 shares of First Trust Rising Dividend Achievers ETF worth $21.6M as of Q2 2026.
Redhawk Wealth Advisors bought 125,867 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.47M.
First Trust Rising Dividend Achievers ETF made up 2.13% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Redhawk Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 16 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.