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

RVW Wealth’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	$47.6M	Buy	586,906 +16,196	+3%	+$1.22M	3.13%	7
2026 Q1	$39M	Sell	570,710 -6,376	-1%	-$454K	3.04%	9
2025 Q4	$40.1M	Sell	577,086 -5,787	-1%	-$393K	3.06%	8
2025 Q3	$39.2M	Buy	582,873 +4,824	+0.8%	+$313K	3.06%	8
2025 Q2	$36.3M	Buy	578,049 +2,586	+0.4%	+$152K	3.08%	8
2025 Q1	$33.7M	Sell	575,463 -63,864	-10%	-$3.88M	3.17%	9
2024 Q4	$37.8M	Buy	639,327 +6,382	+1%	+$389K	3.53%	9
2024 Q3	$37.5M	Buy	632,945 +14,759	+2%	+$839K	3.48%	9
2024 Q2	$33.8M	Sell	618,186 -1,803	-0.3%	-$98.6K	3.38%	9
2024 Q1	$34.8M	Buy	619,989 +4,897	+0.8%	+$257K	3.58%	8
2023 Q4	$31.8M	Buy	615,092 +25,894	+4%	+$1.22M	3.49%	8
2023 Q3	$27.1M	Buy	589,198 +77,226	+15%	+$3.69M	3.26%	8
2023 Q2	$24.1M	Buy	511,972 +46,062	+10%	+$2.08M	2.85%	9
2023 Q1	$20.9M	Buy	465,910 +7,002	+2%	+$322K	2.59%	11
2022 Q4	$20.2M	Sell	458,908 -39,593	-8%	-$1.73M	2.57%	13
2022 Q3	$19.4M	Buy	498,501 +5,326	+1%	+$229K	2.72%	12
2022 Q2	$20.2M	Buy	493,175 +9,815	+2%	+$445K	2.7%	14
2022 Q1	$23.7M	Buy	483,360 +8,185	+2%	+$409K	2.74%	12
2021 Q4	$24.6M	Buy	475,175 +5,368	+1%	+$271K	2.75%	13
2021 Q3	$22M	Buy	469,807 +11,285	+2%	+$547K	2.64%	17
2021 Q2	$22M	Buy	458,522 +8,999	+2%	+$431K	2.75%	16
2021 Q1	$20M	Buy	449,523 +13,882	+3%	+$592K	2.61%	16
2020 Q4	$17M	Buy	435,641 +7,192	+2%	+$262K	2.49%	17
2020 Q3	$14M	Sell	428,449 -38	-0%	-$1.23K	2.37%	21
2020 Q2	$13.2M	Buy	428,487 +20,385	+5%	+$593K	2.42%	20
2020 Q1	$10.5M	Buy	408,102 +398,213	+4,027%	+$12.9M	2.44%	11
2019 Q4	$355K	Buy	9,889 +3	+0%	+$102	0.08%	65
2019 Q3	$315K	Buy	9,886 +143	+1%	+$4.47K	0.07%	68
2019 Q2	$303K	Buy	9,743 +67	+0.7%	+$2.04K	0.07%	56
2019 Q1	$289K	Buy	+9,676	New	+$283K	0.07%	56

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

RVW Wealth's RDVY Position: Q2 2026 in Review

RVW Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.8% in Q2 2026, buying an estimated $1.22M and bringing the position to 586,906 shares worth $47.6M. The position accounts for 3.13% of the portfolio, ranked #7.

RVW Wealth first reported a position in RDVY in Q1 2019 and has held it in 30 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

RVW Wealth held 586,906 shares of First Trust Rising Dividend Achievers ETF worth $47.6M as of Q2 2026.
RVW Wealth bought 16,196 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.22M.
First Trust Rising Dividend Achievers ETF made up 3.13% of RVW Wealth's portfolio in Q2 2026, its #7 holding.
RVW Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2019 and has held it in 30 quarters since.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.