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RDVY icon

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

Sovereign 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 		$11.4M Buy
140,213
+2,578
+2% +$194K 1.74% 13
2026
Q1 		$9.4M Buy
137,635
+7,094
+5% +$505K 1.63% 14
2025
Q4 		$9.07M Buy
130,541
+458
+0.4% +$31.1K 1.56% 14
2025
Q3 		$8.75M Buy
130,083
+3,578
+3% +$232K 1.64% 13
2025
Q2 		$7.94M Buy
126,505
+3,276
+3% +$193K 1.64% 13
2025
Q1 		$7.21M Buy
123,229
+5,608
+5% +$341K 1.66% 13
2024
Q4 		$6.96M Buy
117,621
+2,859
+2% +$174K 1.6% 13
2024
Q3 		$6.8M Buy
114,762
+6,005
+6% +$342K 1.59% 12
2024
Q2 		$5.95M Buy
108,757
+11,127
+11% +$608K 1.48% 15
2024
Q1 		$5.48M Buy
97,630
+5,872
+6% +$308K 1.46% 15
2023
Q4 		$4.74M Buy
91,758
+11,552
+14% +$546K 1.45% 15
2023
Q3 		$3.69M Buy
80,206
+16,290
+25% +$779K 1.31% 17
2023
Q2 		$3.01M Buy
63,916
+5,420
+9% +$245K 0.98% 23
2023
Q1 		$2.62M Buy
58,496
+4,324
+8% +$199K 0.97% 22
2022
Q4 		$2.38M Sell
54,172
-11,517
-18% -$504K 0.94% 24
2022
Q3 		$2.55M Buy
65,689
+7,674
+13% +$330K 1.04% 24
2022
Q2 		$2.37M Buy
58,015
+5,896
+11% +$267K 0.94% 24
2022
Q1 		$2.55M Sell
52,119
-727
-1% -$36.3K 0.95% 25
2021
Q4 		$2.74M Buy
52,846
+363
+0.7% +$18.3K 1.1% 18
2021
Q3 		$2.49M Sell
52,483
-3,739
-7% -$181K 1.43% 13
2021
Q2 		$2.56M Hold
56,222
– – 1.55% 15
2021
Q1 		$2.56M Sell
56,222
-2,053
-4% -$87.5K 1.6% 14
2020
Q4 		$2.33M Buy
+58,275
New +$2.12M 1.68% 15

Other funds holding RDVY

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Sovereign Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q2 2026, buying an estimated $194K and bringing the position to 140,213 shares worth $11.4M. The position accounts for 1.74% of the portfolio, ranked #13.

Sovereign Financial Group first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Sovereign Financial Group held 140,213 shares of First Trust Rising Dividend Achievers ETF worth $11.4M as of Q2 2026.
  • Sovereign Financial Group bought 2,578 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $194K.
  • First Trust Rising Dividend Achievers ETF made up 1.74% of Sovereign Financial Group's portfolio in Q2 2026, its #13 holding.
  • Sovereign Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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