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

Victory Financial Group’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 Q1	$1.21M	Sell	17,720 -2,755	-13%	-$196K	0.15%	109
2025 Q4	$1.42M	Buy	20,475 +3,760	+22%	+$256K	0.18%	83
2025 Q3	$1.12M	Buy	16,715 +4,817	+40%	+$312K	0.15%	84
2025 Q2	$746K	Sell	11,898 -1,729	-13%	-$102K	0.12%	91
2025 Q1	$798K	Buy	13,627 +7,425	+120%	+$451K	0.15%	70
2024 Q4	$367K	Buy	+6,202	New	+$378K	0.1%	102
2024 Q2	$679K	Buy	+12,397	New	+$678K	0.32%	37
2024 Q1	–	Sell	-4,580	Closed	-$237K	–	69
2023 Q4	$237K	Buy	+4,580	New	+$216K	0.16%	55

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Victory Financial Group's RDVY Position: Q1 2026 in Review

Victory Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q1 2026, selling an estimated $196K and leaving 17,720 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #109.

Victory Financial Group first reported a position in RDVY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Victory Financial Group held 17,720 shares of First Trust Rising Dividend Achievers ETF worth $1.21M as of Q1 2026.
Victory Financial Group sold 2,755 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $196K.
First Trust Rising Dividend Achievers ETF made up 0.15% of Victory Financial Group's portfolio in Q1 2026, its #109 holding.
Victory Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
Victory Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $1.42M in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.