Ancora Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ancora Advisors’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	$101K	Buy	1,245 +1	+0.1%	+$75	﹤0.01%	897
2026 Q1	$85K	Hold	1,244	–	–	﹤0.01%	953
2025 Q4	$86.4K	Buy	1,244 +1	+0.1%	+$68	﹤0.01%	963
2025 Q3	$83.6K	Buy	1,243 +219	+21%	+$14.2K	﹤0.01%	910
2025 Q2	$64.2K	Hold	1,024	–	–	﹤0.01%	970
2025 Q1	$59.9K	Hold	1,024	–	–	﹤0.01%	973
2024 Q4	$60.6K	Hold	1,024	–	–	﹤0.01%	960
2024 Q3	$60.6K	Hold	1,024	–	–	﹤0.01%	941
2024 Q2	$56.1K	Sell	1,024 -84	-8%	-$4.59K	﹤0.01%	920
2024 Q1	$62.2K	Hold	1,108	–	–	﹤0.01%	907
2023 Q4	$57.3K	Buy	1,108 +1,063	+2,362%	+$50.2K	﹤0.01%	911
2023 Q3	$2.07K	Buy	+45	New	+$2.15K	﹤0.01%	1488

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

Ancora Advisors's RDVY Position: Q2 2026 in Review

Ancora Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.08% in Q2 2026, buying an estimated $75 and bringing the position to 1,245 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Ancora Advisors first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Ancora Advisors held 1,245 shares of First Trust Rising Dividend Achievers ETF worth $101K as of Q2 2026.
Ancora Advisors bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #897 holding.
Ancora Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.