AMERIFLEX GROUP, INC. RDVY — First Trust Rising Dividend Achiev ETF

Ownership history in AMERIFLEX GROUP, INC.  ·  6 quarters on record

AI Ownership Summary

AMERIFLEX GROUP, INC. reported First Trust Rising Dividend Achiev ETF (RDVY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.01% in 2024 Q4. The latest visible filing shows RDVY at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERIFLEX GROUP, INC.'s position in First Trust Rising Dividend Achiev ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RDVY was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RDVY stock page AMERIFLEX GROUP, INC. fund profile AMERIFLEX GROUP, INC. full holdings
How AMERIFLEX GROUP, INC. held RDVY — position size vs. price
% of Fund (quarterly)    RDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,342 +3,332 +37.0% 0.43% $843K 2026-05-15 $73.64
2025 Q4 REDUCED 33.2% -1.5% ✅ 9,010 -4,475 -33.2% 0.33% $626K 2026-02-18 $72.55
2025 Q3 ADDED — — — 13,485 +4,928 +57.6% 0.34% $907K 2025-11-12 $67.86
2025 Q2 REDUCED 54.9% +7.5% ❌ 8,557 -10,396 -54.9% 0.28% $531K 2025-07-21 $62.53
2025 Q1 REDUCED 46.1% +7.5% ❌ 18,953 -16,238 -46.1% 0.45% $1.1M 2025-05-15 $60.52
2024 Q4 INITIATED — — — 35,191 — — 1.01% $2.2M 2025-02-24 $60.46

🏢 Other funds also holding RDVY

As of 2026 Q1 — sorted by position size

Horizon Advisory Services, Inc. 18.77% LIBERTY SQUARE WEALTH PARTNERS LLC 15.34% Spectrum Wealth Advisory Group, LLC 3Y 7Y 13.51% Ascension Capital Advisors, Inc. 3Y 12.58% INTEGRITY WEALTH ADVISORS, INC. 12.36% Rise Advisors, LLC 3Y 11.46% Traction Financial Partners, LLC 10.0% Sentinel Advisory Group, LLC 8.86% tru Independence LLC 3Y 8.69% ODonnell Financial Services, LLC 3Y 8.51%

FAQ About AMERIFLEX GROUP, INC. and RDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERIFLEX GROUP, INC. reported owning RDVY?

AMERIFLEX GROUP, INC. reported RDVY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RDVY position in AMERIFLEX GROUP, INC.'s portfolio?

The largest reported portfolio weight for RDVY was 1.01% in 2024 Q4.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2026 Q1, when AMERIFLEX GROUP, INC. reported 12,342 shares, equal to 0.43% of portfolio, with an estimated market value of $843K.

What does the chart on this RDVY ownership page compare?

The chart compares AMERIFLEX GROUP, INC.'s quarterly RDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERIFLEX GROUP, INC. time their RDVY position?

Based on 13F filing dates vs. subsequent RDVY price moves, AMERIFLEX GROUP, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on RDVY relative to SPY over the holding period was -2.5%.

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