RAFFA WEALTH MANAGEMENT, LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$59.8K	Sell	738 -17	-2%	-$1.28K	0.01%	160
2026 Q1	$51.6K	Buy	755 +105	+16%	+$7.47K	0.01%	162
2025 Q4	$45.2K	Hold	650	–	–	0.01%	171
2025 Q3	$43.7K	Buy	+650	New	+$42.2K	0.01%	170
2022 Q4	–	Sell	-633	Closed	-$24.6K	–	1141
2022 Q3	$24.6K	Hold	633	–	–	0.01%	184
2022 Q2	$25.9K	Buy	633 +13	+2%	+$589	0.01%	182
2022 Q1	$30.4K	Sell	620 -74	-11%	-$3.69K	0.01%	176
2021 Q4	$35.9K	Hold	694	–	–	0.01%	175
2021 Q3	$32.9K	Buy	+694	New	+$33.6K	0.01%	161

Other funds holding RDVY

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's RDVY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.3% in Q2 2026, selling an estimated $1.28K and leaving 738 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #160.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in RDVY in Q3 2021 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 738 shares of First Trust Rising Dividend Achievers ETF worth $59.8K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 17 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.28K.
First Trust Rising Dividend Achievers ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #160 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 9 quarters since.
324 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.