Thurston Springer Miller Herd & Titak’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Thurston Springer Miller Herd & Titak’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	$4.6M	Buy	56,748 +3,493	+7%	+$263K	1.67%	6
2026 Q1	$3.64M	Sell	53,255 -7,477	-12%	-$532K	1.5%	5
2025 Q4	$4.22M	Buy	60,732 +55,132	+985%	+$3.75M	1.47%	7
2025 Q3	$377K	Sell	5,600 -64,974	-92%	-$4.21M	0.75%	22
2025 Q2	$4.43M	Sell	70,574 -1,595	-2%	-$93.8K	0.57%	36
2025 Q1	$4.22M	Buy	72,169 +10,868	+18%	+$661K	0.71%	27
2024 Q4	$3.63M	Buy	61,301 +31,000	+102%	+$1.89M	0.73%	21
2024 Q3	$1.79M	Buy	30,301 +6,555	+28%	+$373K	0.49%	44
2024 Q2	$1.3M	Buy	+23,746	New	+$1.3M	0.4%	61

Other funds holding RDVY

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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

Thurston Springer Miller Herd & Titak's RDVY Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.6% in Q2 2026, buying an estimated $263K and bringing the position to 56,748 shares worth $4.6M. The position accounts for 1.67% of the portfolio, ranked #6.

Thurston Springer Miller Herd & Titak first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 337 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Thurston Springer Miller Herd & Titak held 56,748 shares of First Trust Rising Dividend Achievers ETF worth $4.6M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 3,493 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $263K.
First Trust Rising Dividend Achievers ETF made up 1.67% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #6 holding.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
337 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.