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

Wills Financial Group’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	$1.34M	Buy	16,483 +629	+4%	+$47.3K	0.49%	47
2026 Q1	$1.17M	Buy	15,854 +222	+1%	+$15.8K	0.44%	45
2025 Q4	$1.09M	Buy	15,632 +4,938	+46%	+$336K	0.42%	45
2025 Q3	$719K	Buy	10,694 +885	+9%	+$57.4K	0.3%	43
2025 Q2	$615K	Buy	9,809 +529	+6%	+$31.1K	0.27%	46
2025 Q1	$543K	Buy	9,280 +945	+11%	+$57.4K	0.24%	48
2024 Q4	$493K	Buy	8,335 +3,791	+83%	+$231K	0.21%	49
2024 Q3	$269K	Buy	4,544 +213	+5%	+$12.1K	0.11%	59
2024 Q2	$237K	Buy	4,331 +422	+11%	+$23.1K	0.11%	60
2024 Q1	$220K	Buy	+3,909	New	+$205K	0.1%	59

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wills Financial Group's RDVY Position: Q2 2026 in Review

Wills Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4% in Q2 2026, buying an estimated $47.3K and bringing the position to 16,483 shares worth $1.34M. The position accounts for 0.49% of the portfolio, ranked #47.

Wills Financial Group first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Wills Financial Group held 16,483 shares of First Trust Rising Dividend Achievers ETF worth $1.34M as of Q2 2026.
Wills Financial Group bought 629 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $47.3K.
First Trust Rising Dividend Achievers ETF made up 0.49% of Wills Financial Group's portfolio in Q2 2026, its #47 holding.
Wills Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.