Strategic Planning Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Strategic Planning 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	$251K	Buy	3,092 +4	+0.1%	+$301	0.03%	71
2026 Q1	$211K	Sell	3,088 -669	-18%	-$47.6K	0.03%	72
2025 Q4	$261K	Buy	3,757 +7	+0.2%	+$476	0.03%	69
2025 Q3	$252K	Sell	3,750 -229,557	-98%	-$14.9M	0.03%	71
2025 Q2	$14.6M	Buy	233,307 +5,981	+3%	+$352K	2.38%	15
2025 Q1	$13.3M	Buy	227,326 +34,010	+18%	+$2.07M	2.6%	13
2024 Q4	$11.4M	Buy	+193,316	New	+$11.8M	2.1%	16

Other funds holding RDVY

PFS

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Strategic Planning Group's RDVY Position: Q2 2026 in Review

Strategic Planning Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.13% in Q2 2026, buying an estimated $301 and bringing the position to 3,092 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #71.

Strategic Planning Group first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q2 2025. 152 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Strategic Planning Group held 3,092 shares of First Trust Rising Dividend Achievers ETF worth $251K as of Q2 2026.
Strategic Planning Group bought 4 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $301.
First Trust Rising Dividend Achievers ETF made up 0.03% of Strategic Planning Group's portfolio in Q2 2026, its #71 holding.
Strategic Planning Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Strategic Planning Group's First Trust Rising Dividend Achievers ETF position peaked at $14.6M in Q2 2025.
152 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.