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

Valeo Financial 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	$1.56M	Buy	19,219 +1,502	+8%	+$113K	0.03%	227
2026 Q1	$1.21M	Buy	17,717 +556	+3%	+$39.6K	0.03%	242
2025 Q4	$1.19M	Hold	17,161	–	–	0.03%	265
2025 Q3	$1.15M	Sell	17,161 -312	-2%	-$20.2K	0.03%	271
2025 Q2	$1.1M	Buy	+17,473	New	+$1.03M	0.03%	280
2021 Q2	–	Sell	-990	Closed	-$45K	–	1512
2021 Q1	$45K	Hold	990	–	–	﹤0.01%	913
2020 Q4	$40K	Hold	990	–	–	﹤0.01%	855
2020 Q3	$32K	Buy	990 +277	+39%	+$8.99K	﹤0.01%	795
2020 Q2	$22K	Buy	+713	New	+$20.8K	﹤0.01%	1032

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

Valeo Financial Advisors's RDVY Position: Q2 2026 in Review

Valeo Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.5% in Q2 2026, buying an estimated $113K and bringing the position to 19,219 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #227.

Valeo Financial Advisors first reported a position in RDVY in Q2 2020 and has held it in 9 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Valeo Financial Advisors held 19,219 shares of First Trust Rising Dividend Achievers ETF worth $1.56M as of Q2 2026.
Valeo Financial Advisors bought 1,502 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $113K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #227 holding.
Valeo Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and has held it in 9 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.