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Sowell Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sowell Financial Services’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 		$1.24M Buy
15,260
+5,958
+64% +$448K 0.04% 410
2026
Q1 		$635K Sell
9,302
-2,858
-24% -$203K 0.02% 569
2025
Q4 		$845K Buy
12,160
+1,304
+12% +$88.6K 0.03% 476
2025
Q3 		$730K Sell
10,856
-31
-0.3% -$2.01K 0.03% 520
2025
Q2 		$683K Sell
10,887
-9,618
-47% -$566K 0.03% 525
2025
Q1 		$1.2M Buy
+20,505
New +$1.25M 0.05% 340
2024
Q4 		– Sell
-36,828
Closed -$2.18M – 584
2024
Q3 		$2.18M Buy
36,828
+289
+0.8% +$16.4K 0.1% 222
2024
Q2 		$2M Buy
36,539
+4,040
+12% +$221K 0.1% 222
2024
Q1 		$1.82M Sell
32,499
-2,061
-6% -$108K 0.09% 248
2023
Q4 		$1.79M Sell
34,560
-12,159
-26% -$575K 0.1% 232
2023
Q3 		$2.15M Buy
46,719
+4,236
+10% +$203K 0.13% 171
2023
Q2 		$2M Buy
42,483
+25,997
+158% +$1.18M 0.11% 217
2023
Q1 		$740K Sell
16,486
-29,582
-64% -$1.36M 0.06% 350
2022
Q4 		$2.02M Buy
46,068
+26,484
+135% +$1.16M 0.13% 184
2022
Q3 		$761K Buy
+19,584
New +$842K 0.08% 261
2021
Q2 		– Sell
-25,363
Closed -$1.24M – 2218
2021
Q1 		$1.24M Buy
25,363
+10,574
+71% +$451K 0.04% 353
2020
Q4 		$591K Buy
14,789
+4,925
+50% +$179K 0.03% 473
2020
Q3 		$323K Sell
9,864
-95
-1% -$3.08K 0.02% 587
2020
Q2 		$307K Buy
9,959
+2,395
+32% +$69.7K 0.02% 588
2020
Q1 		$194K Buy
+7,564
New +$246K 0.01% 658

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

Sowell Financial Services's RDVY Position: Q2 2026 in Review

Sowell Financial Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 64% in Q2 2026, buying an estimated $448K and bringing the position to 15,260 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #410.

Sowell Financial Services first reported a position in RDVY in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.18M in Q3 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Sowell Financial Services held 15,260 shares of First Trust Rising Dividend Achievers ETF worth $1.24M as of Q2 2026.
  • Sowell Financial Services bought 5,958 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $448K.
  • First Trust Rising Dividend Achievers ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #410 holding.
  • Sowell Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 20 quarters since.
  • Sowell Financial Services's First Trust Rising Dividend Achievers ETF position peaked at $2.18M in Q3 2024.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.