Sound Income Strategies’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sound Income Strategies’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	–	Sell	-2,364	Closed	-$163K	–	1955
2026 Q1	$163K	Sell	2,364 -80	-3%	-$5.7K	0.01%	462
2025 Q4	$177K	Buy	2,444 +2,034	+496%	+$138K	0.01%	447
2025 Q3	$27.4K	Buy	410 +88	+27%	+$5.71K	﹤0.01%	732
2025 Q2	$20.2K	Sell	322 -50	-13%	-$2.94K	﹤0.01%	741
2025 Q1	$21.8K	Sell	372 -299	-45%	-$18.2K	﹤0.01%	699
2024 Q4	$39.7K	Buy	+671	New	+$40.9K	﹤0.01%	525
2024 Q3	–	Hold	0	–	–	–	1403
2024 Q2	–	Sell	-19	Closed	-$1.04K	–	1373
2024 Q1	$1.07K	Buy	+19	New	+$997	﹤0.01%	1168
2023 Q4	–	Hold	0	–	–	–	1315
2023 Q3	–	Sell	-161	Closed	-$7.7K	–	1152
2023 Q2	$7.59K	Buy	+161	New	+$7.28K	﹤0.01%	640
2023 Q1	–	Sell	-326	Closed	-$14.3K	–	1128
2022 Q4	$14.3K	Buy	+326	New	+$14.3K	﹤0.01%	448
2021 Q2	–	Sell	-550	Closed	-$25K	–	1003
2021 Q1	$25K	Buy	+550	New	+$23.5K	﹤0.01%	322

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

Sound Income Strategies's RDVY Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 2,364 shares — an estimated $163K sold.

Sound Income Strategies first reported a position in RDVY in Q1 2021 and held it in 10 quarters. The position peaked at $177K in Q4 2025. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2,364 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $163K.
Sound Income Strategies first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 10 quarters.
Sound Income Strategies's First Trust Rising Dividend Achievers ETF position peaked at $177K in Q4 2025.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.