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

Summit Financial’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	$11.9M	Buy	146,801 +332	+0.2%	+$25K	0.13%	144
2026 Q1	$10M	Buy	146,469 +2,542	+2%	+$181K	0.13%	158
2025 Q4	$10M	Buy	143,927 +1,337	+0.9%	+$90.9K	0.15%	130
2025 Q3	$9.59M	Buy	+142,590	New	+$9.25M	0.15%	129

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial's RDVY Position: Q2 2026 in Review

Summit Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.23% in Q2 2026, buying an estimated $25K and bringing the position to 146,801 shares worth $11.9M. The position accounts for 0.13% of the portfolio, ranked #144.

Summit Financial first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Summit Financial held 146,801 shares of First Trust Rising Dividend Achievers ETF worth $11.9M as of Q2 2026.
Summit Financial bought 332 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25K.
First Trust Rising Dividend Achievers ETF made up 0.13% of Summit Financial's portfolio in Q2 2026, its #144 holding.
Summit Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.