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Triumph Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Triumph Capital Management’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 		$10.6M Sell
130,845
-911
-0.7% -$68.5K 1.92% 3
2026
Q1 		$9M Sell
131,756
-30
-0% -$2.14K 1.83% 5
2025
Q4 		$9.16M Sell
131,786
-3,684
-3% -$250K 1.98% 5
2025
Q3 		$9.11M Sell
135,470
-9,151
-6% -$594K 2.44% 3
2025
Q2 		$9.07M Buy
144,621
+6,815
+5% +$401K 2.72% 5
2025
Q1 		$8.07M Buy
137,806
+20,891
+18% +$1.27M 2.69% 5
2024
Q4 		$6.91M Buy
116,915
+8,263
+8% +$504K 2.37% 7
2024
Q3 		$6.43M Buy
108,652
+5,588
+5% +$318K 2.29% 7
2024
Q2 		$5.64M Buy
103,064
+6,655
+7% +$364K 2.2% 9
2024
Q1 		$5.38M Buy
96,409
+3,724
+4% +$195K 2.19% 9
2023
Q4 		$4.79M Buy
92,685
+21,256
+30% +$1M 2.03% 12
2023
Q3 		$3.28M Buy
71,429
+813
+1% +$38.9K 1.49% 13
2023
Q2 		$3.33M Buy
+70,616
New +$3.19M 1.51% 15
2022
Q4 		– Sell
-39,996
Closed -$1.55M – 239
2022
Q3 		$1.55M Sell
39,996
-1,841
-4% -$79.2K 0.85% 28
2022
Q2 		$1.71M Sell
41,837
-70,050
-63% -$3.18M 0.9% 26
2022
Q1 		$5.48M Buy
111,887
+56,929
+104% +$2.84M 2.37% 6
2021
Q4 		$2.85M Buy
54,958
+14,243
+35% +$718K 1.23% 18
2021
Q3 		$1.93M Buy
40,715
+1,149
+3% +$55.7K 0.91% 28
2021
Q2 		$1.9M Buy
+39,566
New +$1.89M 1.11% 19

Other funds holding RDVY

Cambridge Investment Research Advisors
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
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
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

Triumph Capital Management's RDVY Position: Q2 2026 in Review

Triumph Capital Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.69% in Q2 2026, selling an estimated $68.5K and leaving 130,845 shares worth $10.6M. The position accounts for 1.92% of the portfolio, ranked #3.

Triumph Capital Management first reported a position in RDVY in Q2 2021 and has held it in 19 quarters since. 339 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Triumph Capital Management held 130,845 shares of First Trust Rising Dividend Achievers ETF worth $10.6M as of Q2 2026.
  • Triumph Capital Management sold 911 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $68.5K.
  • First Trust Rising Dividend Achievers ETF made up 1.92% of Triumph Capital Management's portfolio in Q2 2026, its #3 holding.
  • Triumph Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 19 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.