World Equity Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

World Equity 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	$291K	Sell	3,589 -381	-10%	-$28.7K	0.07%	313
2026 Q1	$271K	Buy	+3,970	New	+$283K	0.07%	307
2025 Q4	–	Sell	-48,563	Closed	-$3.27M	–	376
2025 Q3	$3.27M	Buy	48,563 +2,143	+5%	+$139K	0.74%	26
2025 Q2	$2.91M	Buy	46,420 +3,619	+8%	+$213K	0.79%	26
2025 Q1	$2.51M	Buy	42,801 +3,703	+9%	+$225K	0.72%	29
2024 Q4	$2.31M	Sell	39,098 -5,894	-13%	-$360K	0.5%	46
2024 Q3	$2.66M	Buy	44,992 +6,090	+16%	+$346K	0.96%	21
2024 Q2	$2.13M	Buy	38,902 +8	+0%	+$437	0.64%	37
2024 Q1	$2.18M	Sell	38,894 -26,584	-41%	-$1.39M	0.45%	54
2023 Q4	$3.41M	Buy	65,478 +1,046	+2%	+$49.4K	0.68%	29
2023 Q3	$2.96M	Buy	+64,432	New	+$3.08M	0.61%	32
2022 Q2	–	Sell	-26,722	Closed	-$1.31M	–	391
2022 Q1	$1.31M	Buy	+26,722	New	+$1.33M	0.28%	100

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

World Equity Group's RDVY Position: Q2 2026 in Review

World Equity Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.6% in Q2 2026, selling an estimated $28.7K and leaving 3,589 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #313.

World Equity Group first reported a position in RDVY in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.41M in Q4 2023. 176 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

World Equity Group held 3,589 shares of First Trust Rising Dividend Achievers ETF worth $291K as of Q2 2026.
World Equity Group sold 381 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $28.7K.
First Trust Rising Dividend Achievers ETF made up 0.07% of World Equity Group's portfolio in Q2 2026, its #313 holding.
World Equity Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 12 quarters since.
World Equity Group's First Trust Rising Dividend Achievers ETF position peaked at $3.41M in Q4 2023.
176 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.