Xcel Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Xcel Wealth Management’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	$393K	Hold	4,845	–	–	0.09%	118
2026 Q1	$331K	Hold	4,845	–	–	0.09%	119
2025 Q4	$337K	Hold	4,845	–	–	0.09%	122
2025 Q3	$326K	Hold	4,845	–	–	0.08%	121
2025 Q2	$304K	Hold	4,845	–	–	0.09%	115
2025 Q1	$284K	Hold	4,845	–	–	0.09%	115
2024 Q4	$287K	Hold	4,845	–	–	0.08%	115
2024 Q3	$287K	Hold	4,845	–	–	0.08%	112
2024 Q2	$265K	Hold	4,845	–	–	0.08%	110
2024 Q1	$272K	Buy	4,845 +17	+0.4%	+$892	0.09%	108
2023 Q4	$249K	Hold	4,828	–	–	0.09%	101
2023 Q3	$222K	Hold	4,828	–	–	0.09%	99
2023 Q2	$227K	Hold	4,828	–	–	0.07%	121
2023 Q1	$217K	Hold	4,828	–	–	0.08%	120
2022 Q4	$212K	Buy	+4,828	New	+$211K	0.08%	119

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

Xcel Wealth Management's RDVY Position: Q2 2026 in Review

Xcel Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,845 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #118.

Xcel Wealth Management first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Xcel Wealth Management held 4,845 shares of First Trust Rising Dividend Achievers ETF worth $393K as of Q2 2026.
Xcel Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.09% of Xcel Wealth Management's portfolio in Q2 2026, its #118 holding.
Xcel Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.