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

Valued 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	$7.67K	Buy	95 +1	+1%	+$75	﹤0.01%	356
2026 Q1	$6.45K	Hold	94	–	–	﹤0.01%	350
2025 Q4	$6.54K	Hold	94	–	–	﹤0.01%	270
2025 Q3	$6.31K	Hold	94	–	–	﹤0.01%	261
2025 Q2	$5.88K	Buy	94 +1	+1%	+$59	﹤0.01%	263
2025 Q1	$5.47K	Hold	93	–	–	﹤0.01%	295
2024 Q4	$5.5K	Buy	+93	New	+$5.67K	﹤0.01%	291

Other funds holding RDVY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Valued Wealth Advisors's RDVY Position: Q2 2026 in Review

Valued Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.1% in Q2 2026, buying an estimated $75 and bringing the position to 95 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Valued Wealth Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Valued Wealth Advisors held 95 shares of First Trust Rising Dividend Achievers ETF worth $7.67K as of Q2 2026.
Valued Wealth Advisors bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #356 holding.
Valued Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.