Sentinel Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sentinel Advisory 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	$22.4M	Buy	275,966 +9,766	+4%	+$734K	9.13%	2
2026 Q1	$18.2M	Buy	+266,200	New	+$18.9M	8.86%	2

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

Sentinel Advisory Group's RDVY Position: Q2 2026 in Review

Sentinel Advisory Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.7% in Q2 2026, buying an estimated $734K and bringing the position to 275,966 shares worth $22.4M. The position accounts for 9.13% of the portfolio, ranked #2.

Sentinel Advisory Group first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. 807 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Sentinel Advisory Group held 275,966 shares of First Trust Rising Dividend Achievers ETF worth $22.4M as of Q2 2026.
Sentinel Advisory Group bought 9,766 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $734K.
First Trust Rising Dividend Achievers ETF made up 9.13% of Sentinel Advisory Group's portfolio in Q2 2026, its #2 holding.
Sentinel Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
807 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sentinel Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.