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Apeiron RIA’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Apeiron RIA’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 		$508K Sell
6,272
-5,843
-48% -$439K 0.13% 99
2026
Q1 		$827K Buy
+12,115
New +$862K 0.19% 89

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

Apeiron RIA's RDVY Position: Q2 2026 in Review

Apeiron RIA reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 48% in Q2 2026, selling an estimated $439K and leaving 6,272 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #99.

Apeiron RIA first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $827K in Q1 2026. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Apeiron RIA held 6,272 shares of First Trust Rising Dividend Achievers ETF worth $508K as of Q2 2026.
  • Apeiron RIA sold 5,843 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $439K.
  • First Trust Rising Dividend Achievers ETF made up 0.13% of Apeiron RIA's portfolio in Q2 2026, its #99 holding.
  • Apeiron RIA first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • Apeiron RIA's First Trust Rising Dividend Achievers ETF position peaked at $827K in Q1 2026.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.