Salem Investment Counselors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Salem Investment Counselors’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	$84.9K	Hold	1,047	–	–	﹤0.01%	532
2026 Q1	$71.5K	Buy	+1,047	New	+$74.5K	﹤0.01%	532
2025 Q4	–	Sell	-1,277	Closed	-$85.9K	–	959
2025 Q3	$85.9K	Buy	+1,277	New	+$82.8K	﹤0.01%	494

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Salem Investment Counselors's RDVY Position: Q2 2026 in Review

Salem Investment Counselors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 1,047 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Salem Investment Counselors first reported a position in RDVY in Q3 2025 and has held it in 3 quarters since. The position peaked at $85.9K in Q3 2025. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Salem Investment Counselors held 1,047 shares of First Trust Rising Dividend Achievers ETF worth $84.9K as of Q2 2026.
Salem Investment Counselors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #532 holding.
Salem Investment Counselors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
Salem Investment Counselors's First Trust Rising Dividend Achievers ETF position peaked at $85.9K in Q3 2025.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.