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

SFG Wealth Management’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 		$3.5M Sell
43,178
-1,668
-4% -$125K 1.26% 13
2026
Q1 		$3.06M Buy
44,846
+246
+0.6% +$17.5K 1.26% 14
2025
Q4 		$3.1M Sell
44,600
-656
-1% -$44.6K 1.22% 13
2025
Q3 		$3.04M Buy
45,256
+30,879
+215% +$2M 1.32% 13
2025
Q2 		$902K Buy
14,377
+926
+7% +$54.5K 0.55% 31
2025
Q1 		$787K Buy
13,451
+447
+3% +$27.2K 0.38% 50
2024
Q4 		$769K Buy
13,004
+1,734
+15% +$106K 0.4% 40
2024
Q3 		$667K Buy
11,270
+688
+7% +$39.1K 0.35% 46
2024
Q2 		$579K Buy
10,582
+2,105
+25% +$115K 0.33% 47
2024
Q1 		$476K Buy
8,477
+609
+8% +$31.9K 0.28% 51
2023
Q4 		$407K Sell
7,868
-200
-2% -$9.45K 0.27% 56
2023
Q3 		$371K Sell
8,068
-325
-4% -$15.5K 0.29% 58
2023
Q2 		$395K Sell
8,393
-164
-2% -$7.42K 0.33% 56
2023
Q1 		$384K Sell
8,557
-215
-2% -$9.88K 0.43% 43
2022
Q4 		$385K Sell
8,772
-1,562
-15% -$68.3K 0.48% 44
2022
Q3 		$402K Sell
10,334
-94
-0.9% -$4.04K 0.54% 42
2022
Q2 		$427K Sell
10,428
-14,736
-59% -$668K 0.5% 46
2022
Q1 		$1.23M Buy
25,164
+5,242
+26% +$262K 1.16% 28
2021
Q4 		$1.03M Buy
+19,922
New +$1M 0.92% 33

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG Wealth Management's RDVY Position: Q2 2026 in Review

SFG Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.7% in Q2 2026, selling an estimated $125K and leaving 43,178 shares worth $3.5M. The position accounts for 1.26% of the portfolio, ranked #13.

SFG Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • SFG Wealth Management held 43,178 shares of First Trust Rising Dividend Achievers ETF worth $3.5M as of Q2 2026.
  • SFG Wealth Management sold 1,668 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $125K.
  • First Trust Rising Dividend Achievers ETF made up 1.26% of SFG Wealth Management's portfolio in Q2 2026, its #13 holding.
  • SFG Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.