AIFAIM
RDVY icon

American Institute for Advanced Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

American Institute for Advanced Investment 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 		$217K Buy
+2,676
New +$201K 0.13% 155

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

American Institute for Advanced Investment Management's RDVY Position: Q2 2026 in Review

American Institute for Advanced Investment Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 2,676 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #155 among its holdings.

619 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • American Institute for Advanced Investment Management held 2,676 shares of First Trust Rising Dividend Achievers ETF worth $217K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new American Institute for Advanced Investment Management position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.13% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #155 holding.
  • 619 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.