VisionPoint Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

VisionPoint Advisory 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 Q2	$2.98M	Sell	36,818 -3,269	-8%	-$246K	0.49%	49
2026 Q1	$2.74M	Buy	40,087 +566	+1%	+$40.3K	0.52%	46
2025 Q4	$2.75M	Buy	39,521 +9,594	+32%	+$652K	0.53%	49
2025 Q3	$2.01M	Sell	29,927 -1,119	-4%	-$72.6K	0.4%	67
2025 Q2	$1.95M	Buy	+31,046	New	+$1.83M	0.42%	65

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VisionPoint Advisory Group's RDVY Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.2% in Q2 2026, selling an estimated $246K and leaving 36,818 shares worth $2.98M. The position accounts for 0.49% of the portfolio, ranked #49.

VisionPoint Advisory Group first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

VisionPoint Advisory Group held 36,818 shares of First Trust Rising Dividend Achievers ETF worth $2.98M as of Q2 2026.
VisionPoint Advisory Group sold 3,269 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $246K.
First Trust Rising Dividend Achievers ETF made up 0.49% of VisionPoint Advisory Group's portfolio in Q2 2026, its #49 holding.
VisionPoint Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.