Southern Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Southern Financial 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	$2.05M	Buy	25,284 +2,626	+12%	+$198K	0.52%	10
2026 Q1	$1.55M	Buy	22,658 +2,166	+11%	+$154K	0.43%	11
2025 Q4	$1.42M	Buy	+20,492	New	+$1.39M	0.41%	11

Other funds holding RDVY

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PFS

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Southern Financial Group's RDVY Position: Q2 2026 in Review

Southern Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q2 2026, buying an estimated $198K and bringing the position to 25,284 shares worth $2.05M. The position accounts for 0.52% of the portfolio, ranked #10.

Southern Financial Group first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Southern Financial Group held 25,284 shares of First Trust Rising Dividend Achievers ETF worth $2.05M as of Q2 2026.
Southern Financial Group bought 2,626 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $198K.
First Trust Rising Dividend Achievers ETF made up 0.52% of Southern Financial Group's portfolio in Q2 2026, its #10 holding.
Southern Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
479 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.