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Walkner Condon Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Walkner Condon Financial 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 		$17.7M Buy
218,305
+9,228
+4% +$694K 2.03% 14
2026
Q1 		$14.3M Buy
209,077
+4,210
+2% +$300K 1.88% 14
2025
Q4 		$14.2M Buy
204,867
+43,459
+27% +$2.95M 1.98% 14
2025
Q3 		$10.9M Buy
161,408
+16,821
+12% +$1.09M 1.72% 14
2025
Q2 		$9.07M Buy
144,587
+7,900
+6% +$465K 1.67% 15
2025
Q1 		$8M Buy
136,687
+80,660
+144% +$4.9M 1.62% 14
2024
Q4 		$3.31M Buy
56,027
+3,389
+6% +$207K 0.67% 38
2024
Q3 		$3.12M Sell
52,638
-51,223
-49% -$2.91M 0.64% 41
2024
Q2 		$5.69M Sell
103,861
-2,112
-2% -$115K 1.23% 22
2024
Q1 		$5.95M Sell
105,973
-43,282
-29% -$2.27M 1.26% 19
2023
Q4 		$7.71M Sell
149,255
-5,588
-4% -$264K 1.76% 15
2023
Q3 		$7.12M Sell
154,843
-3,155
-2% -$151K 1.89% 11
2023
Q2 		$7.44M Sell
157,998
-3,063
-2% -$139K 1.97% 12
2023
Q1 		$7.23M Buy
161,061
+6,596
+4% +$303K 2.03% 12
2022
Q4 		$6.78M Buy
154,465
+2,533
+2% +$111K 2.03% 13
2022
Q3 		$5.91M Buy
151,932
+117,585
+342% +$5.06M 1.9% 15
2022
Q2 		$1.41M Buy
34,347
+6,597
+24% +$299K 0.44% 58
2022
Q1 		$1.36M Buy
27,750
+9,498
+52% +$474K 0.39% 61
2021
Q4 		$945K Buy
18,252
+5,658
+45% +$285K 0.62% 45
2021
Q3 		$596K Buy
+12,594
New +$610K 0.29% 73

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Walkner Condon Financial Advisors's RDVY Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.4% in Q2 2026, buying an estimated $694K and bringing the position to 218,305 shares worth $17.7M. The position accounts for 2.03% of the portfolio, ranked #14.

Walkner Condon Financial Advisors first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Walkner Condon Financial Advisors held 218,305 shares of First Trust Rising Dividend Achievers ETF worth $17.7M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 9,228 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $694K.
  • First Trust Rising Dividend Achievers ETF made up 2.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Walkner Condon Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • 806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.