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

XML 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	$779K	Hold	9,606	–	–	0.06%	221
2026 Q1	$656K	Sell	9,606 -919	-9%	-$65.4K	0.05%	231
2025 Q4	$731K	Hold	10,525	–	–	0.06%	213
2025 Q3	$708K	Hold	10,525	–	–	0.06%	218
2025 Q2	$660K	Hold	10,525	–	–	0.06%	215
2025 Q1	$616K	Hold	10,525	–	–	0.06%	207
2024 Q4	$622K	Hold	10,525	–	–	0.06%	206
2024 Q3	$623K	Hold	10,525	–	–	0.06%	209
2024 Q2	$576K	Hold	10,525	–	–	0.06%	207
2024 Q1	$591K	Hold	10,525	–	–	0.06%	206
2023 Q4	$544K	Hold	10,525	–	–	0.06%	206
2023 Q3	$484K	Sell	10,525 -2,788	-21%	-$133K	0.06%	206
2023 Q2	$627K	Hold	13,313	–	–	0.07%	191
2023 Q1	$597K	Hold	13,313	–	–	0.07%	196
2022 Q4	$585K	Hold	13,313	–	–	0.07%	193
2022 Q3	$518K	Hold	13,313	–	–	0.07%	195
2022 Q2	$545K	Buy	+13,313	New	+$604K	0.12%	131

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

XML Financial's RDVY Position: Q2 2026 in Review

XML Financial held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 9,606 shares worth $779K. The position accounts for 0.06% of the portfolio, ranked #221.

XML Financial first reported a position in RDVY in Q2 2022 and has held it in 17 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

XML Financial held 9,606 shares of First Trust Rising Dividend Achievers ETF worth $779K as of Q2 2026.
XML Financial left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.06% of XML Financial's portfolio in Q2 2026, its #221 holding.
XML Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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