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Summit Financial Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Summit Financial Wealth Advisors’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 		$679K Buy
8,374
+1,501
+22% +$113K 0.09% 104
2026
Q1 		$469K Buy
6,873
+574
+9% +$40.9K 0.07% 121
2025
Q4 		$438K Buy
+6,299
New +$428K 0.06% 120

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
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
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

Summit Financial Wealth Advisors's RDVY Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 22% in Q2 2026, buying an estimated $113K and bringing the position to 8,374 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #104.

Summit Financial Wealth Advisors first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Summit Financial Wealth Advisors held 8,374 shares of First Trust Rising Dividend Achievers ETF worth $679K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 1,501 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $113K.
  • First Trust Rising Dividend Achievers ETF made up 0.09% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Summit Financial Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.