Ameritas Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ameritas Advisory Services’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	$9.23M	Buy	113,809 +71,833	+171%	+$5.4M	0.19%	106
2026 Q1	$2.87M	Sell	41,976 -1,829	-4%	-$130K	0.11%	175
2025 Q4	$3.04M	Buy	43,805 +22,469	+105%	+$1.53M	0.11%	167
2025 Q3	$1.44M	Sell	21,336 -65,085	-75%	-$4.22M	0.09%	186
2025 Q2	$5.42M	Sell	86,421 -10,422	-11%	-$613K	0.28%	71
2025 Q1	$5.68M	Sell	96,843 -8,880	-8%	-$540K	0.23%	94
2024 Q4	$6.25M	Sell	105,723 -10,511	-9%	-$641K	0.22%	94
2024 Q3	$6.88M	Sell	116,234 -37,627	-24%	-$2.14M	0.3%	73
2024 Q2	$8.42M	Sell	153,861 -92	-0.1%	-$5.03K	0.32%	62
2024 Q1	$8.6M	Buy	153,953 +25,575	+20%	+$1.34M	0.35%	58
2023 Q4	$6.64M	Sell	128,378 -6,767	-5%	-$320K	0.37%	60
2023 Q3	$6.2M	Buy	135,145 +112,622	+500%	+$5.38M	0.31%	63
2023 Q2	$1.05M	Sell	22,523 -106,346	-83%	-$4.81M	0.14%	169
2023 Q1	$5.84M	Sell	128,869 -6,479	-5%	-$298K	0.29%	73
2022 Q4	$5.94M	Sell	135,348 -41,652	-24%	-$1.82M	0.28%	84
2022 Q3	$6.88M	Sell	177,000 -7,555	-4%	-$325K	0.41%	47
2022 Q2	$7.55M	Buy	184,555 +21,366	+13%	+$969K	0.44%	44
2022 Q1	$8M	Buy	163,189 +35,953	+28%	+$1.8M	0.29%	63
2021 Q4	$6.59M	Buy	+127,236	New	+$6.42M	0.24%	78

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

Ameritas Advisory Services's RDVY Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 171% in Q2 2026, buying an estimated $5.4M and bringing the position to 113,809 shares worth $9.23M. The position accounts for 0.19% of the portfolio, ranked #106.

Ameritas Advisory Services first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Ameritas Advisory Services held 113,809 shares of First Trust Rising Dividend Achievers ETF worth $9.23M as of Q2 2026.
Ameritas Advisory Services bought 71,833 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.4M.
First Trust Rising Dividend Achievers ETF made up 0.19% of Ameritas Advisory Services's portfolio in Q2 2026, its #106 holding.
Ameritas Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.