Walker Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Walker Asset Management’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	$1.58M	Hold	19,500	–	–	0.8%	26
2026 Q1	$1.33M	Hold	19,500	–	–	0.72%	26
2025 Q4	$1.35M	Hold	19,500	–	–	0.73%	24
2025 Q3	$1.31M	Sell	19,500 -400	-2%	-$25.9K	0.74%	27
2025 Q2	$1.25M	Hold	19,900	–	–	0.72%	25
2025 Q1	$1.16M	Sell	19,900 -121	-0.6%	-$7.36K	0.71%	28
2024 Q4	$1.18M	Buy	20,021 +400	+2%	+$24.4K	0.73%	25
2024 Q3	$1.16M	Sell	19,621 -1,000	-5%	-$56.9K	0.72%	26
2024 Q2	$1.13M	Hold	20,621	–	–	0.76%	23
2024 Q1	$1.16M	Sell	20,621 -200	-1%	-$10.5K	0.77%	23
2023 Q4	$1.08M	Hold	20,821	–	–	0.78%	25
2023 Q3	$957K	Hold	20,821	–	–	0.85%	23
2023 Q2	$981K	Hold	20,821	–	–	0.81%	23
2023 Q1	$934K	Hold	20,821	–	–	0.81%	24
2022 Q4	$914K	Hold	20,821	–	–	0.79%	24
2022 Q3	$810K	Buy	20,821 +1,750	+9%	+$75.2K	0.73%	26
2022 Q2	$780K	Hold	19,071	–	–	0.7%	29
2022 Q1	$934K	Sell	19,071 -1,750	-8%	-$87.4K	0.75%	26
2021 Q4	$1.08M	Buy	+20,821	New	+$1.05M	0.94%	21

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

Walker Asset Management's RDVY Position: Q2 2026 in Review

Walker Asset Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 19,500 shares worth $1.58M. The position accounts for 0.8% of the portfolio, ranked #26.

Walker Asset Management first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Walker Asset Management held 19,500 shares of First Trust Rising Dividend Achievers ETF worth $1.58M as of Q2 2026.
Walker Asset Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.8% of Walker Asset Management's portfolio in Q2 2026, its #26 holding.
Walker Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.