Weitzel Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Weitzel Financial Services’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	$12.2M	Buy	152,954 +4,520	+3%	+$340K	4.16%	9
2026 Q1	$10.2M	Buy	148,434 +3,323	+2%	+$237K	3.85%	9
2025 Q4	$10.2M	Buy	145,111 +2,924	+2%	+$199K	3.94%	9
2025 Q3	$9.41M	Buy	142,187 +1,876	+1%	+$122K	3.82%	10
2025 Q2	$8.98M	Buy	140,311 +5,169	+4%	+$304K	3.8%	10
2025 Q1	$7.55M	Sell	135,142 -12,882	-9%	-$783K	3.6%	10
2024 Q4	$8.84M	Sell	148,024 -399	-0.3%	-$24.3K	4.17%	9
2024 Q3	$8.7M	Sell	148,423 -423	-0.3%	-$24.1K	4.09%	9
2024 Q2	$8.13M	Buy	148,846 +284	+0.2%	+$15.5K	4.06%	9
2024 Q1	$8.31M	Buy	148,562 +4,139	+3%	+$217K	4.2%	9
2023 Q4	$7.49M	Buy	144,423 +3,983	+3%	+$188K	4.02%	9
2023 Q3	$6.29M	Buy	140,440 +9,466	+7%	+$453K	3.68%	10
2023 Q2	$6.17M	Buy	130,974 +4,917	+4%	+$222K	3.5%	9
2023 Q1	$5.71M	Sell	126,057 -1,816	-1%	-$83.4K	3.43%	9
2022 Q4	$5.62M	Sell	127,873 -6,277	-5%	-$274K	3.59%	10
2022 Q3	$5.22M	Buy	134,150 +5,268	+4%	+$227K	3.66%	9
2022 Q2	$5.27M	Buy	128,882 +40,082	+45%	+$1.82M	3.56%	8
2022 Q1	$4.35M	Buy	+88,800	New	+$4.43M	2.78%	9

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

Weitzel Financial Services's RDVY Position: Q2 2026 in Review

Weitzel Financial Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3% in Q2 2026, buying an estimated $340K and bringing the position to 152,954 shares worth $12.2M. The position accounts for 4.16% of the portfolio, ranked #9.

Weitzel Financial Services first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 152 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Weitzel Financial Services held 152,954 shares of First Trust Rising Dividend Achievers ETF worth $12.2M as of Q2 2026.
Weitzel Financial Services bought 4,520 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $340K.
First Trust Rising Dividend Achievers ETF made up 4.16% of Weitzel Financial Services's portfolio in Q2 2026, its #9 holding.
Weitzel Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
152 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.