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

Whelan Financial’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 		$357K Hold
4,400
– – 0.1% 71
2026
Q1 		$300K Hold
4,400
– – 0.09% 69
2025
Q4 		$306K Buy
+4,400
New +$299K 0.1% 66

Other funds holding RDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Whelan Financial's RDVY Position: Q2 2026 in Review

Whelan Financial held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,400 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #71.

Whelan Financial first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Whelan Financial held 4,400 shares of First Trust Rising Dividend Achievers ETF worth $357K as of Q2 2026.
  • Whelan Financial left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.1% of Whelan Financial's portfolio in Q2 2026, its #71 holding.
  • Whelan Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.