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

Advisornet 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 		$2.41M Buy
29,778
+29
+0.1% +$2.18K 0.11% 162
2026
Q1 		$2.03M Sell
29,749
-656
-2% -$46.7K 0.11% 166
2025
Q4 		$2.11M Buy
30,405
+2,199
+8% +$149K 0.11% 156
2025
Q3 		$1.9M Buy
28,206
+441
+2% +$28.6K 0.11% 167
2025
Q2 		$1.74M Sell
27,765
-905
-3% -$53.2K 0.11% 180
2025
Q1 		$1.68M Buy
28,670
+527
+2% +$32K 0.12% 177
2024
Q4 		$1.66M Buy
28,143
+1,437
+5% +$87.7K 0.14% 159
2024
Q3 		$1.58M Buy
26,706
+7,643
+40% +$435K 0.12% 173
2024
Q2 		$1.04M Buy
19,063
+1,003
+6% +$54.8K 0.09% 199
2024
Q1 		$1.01M Buy
18,060
+6,537
+57% +$343K 0.1% 203
2023
Q4 		$595K Buy
11,523
+8,801
+323% +$416K 0.05% 293
2023
Q3 		$125K Buy
2,722
+184
+7% +$8.8K 0.01% 557
2023
Q2 		$120K Buy
2,538
+34
+1% +$1.54K 0.01% 600
2023
Q1 		$112K Buy
2,504
+37
+1% +$1.7K 0.01% 597
2022
Q4 		$108K Sell
2,467
-1,143
-32% -$50K 0.01% 602
2022
Q3 		$140K Buy
3,610
+666
+23% +$28.6K 0.01% 579
2022
Q2 		$120K Buy
2,944
+2,135
+264% +$96.8K 0.01% 623
2022
Q1 		$40K Sell
809
-7,195
-90% -$359K ﹤0.01% 1038
2021
Q4 		$415K Buy
8,004
+502
+7% +$25.3K 0.03% 434
2021
Q3 		$356K Buy
+7,502
New +$363K 0.02% 435

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's RDVY Position: Q2 2026 in Review

Advisornet Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.1% in Q2 2026, buying an estimated $2.18K and bringing the position to 29,778 shares worth $2.41M. The position accounts for 0.11% of the portfolio, ranked #162.

Advisornet Financial first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Advisornet Financial held 29,778 shares of First Trust Rising Dividend Achievers ETF worth $2.41M as of Q2 2026.
  • Advisornet Financial bought 29 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.18K.
  • First Trust Rising Dividend Achievers ETF made up 0.11% of Advisornet Financial's portfolio in Q2 2026, its #162 holding.
  • Advisornet Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.