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

Aptus Capital 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	$54.3M	Buy	669,631 +15,414	+2%	+$1.16M	0.37%	59
2026 Q1	$44.7M	Buy	654,217 +6,359	+1%	+$453K	0.35%	59
2025 Q4	$45M	Buy	647,858 +36,536	+6%	+$2.48M	0.32%	63
2025 Q3	$41.1M	Buy	611,322 +69,263	+13%	+$4.49M	0.3%	70
2025 Q2	$34M	Buy	542,059 +23,126	+4%	+$1.36M	0.28%	74
2025 Q1	$30.4M	Buy	518,933 +15,329	+3%	+$932K	0.31%	68
2024 Q4	$29.8M	Buy	503,604 +14,976	+3%	+$914K	0.31%	69
2024 Q3	$28.9M	Buy	488,628 +17,662	+4%	+$1M	0.43%	58
2024 Q2	$25.8M	Buy	470,966 +52,383	+13%	+$2.86M	0.45%	54
2024 Q1	$23.5M	Buy	418,583 +38,064	+10%	+$2M	0.44%	51
2023 Q4	$19.7M	Sell	380,519 -2,339	-0.6%	-$111K	0.54%	41
2023 Q3	$17.6M	Sell	382,858 -62,343	-14%	-$2.98M	0.48%	45
2023 Q2	$21M	Buy	445,201 +3,054	+0.7%	+$138K	0.5%	44
2023 Q1	$19.8M	Buy	442,147 +53,659	+14%	+$2.46M	0.53%	37
2022 Q4	$17.1M	Sell	388,488 -34,058	-8%	-$1.49M	0.52%	39
2022 Q3	$16.4M	Buy	422,546 +14,793	+4%	+$636K	0.4%	33
2022 Q2	$16.7M	Buy	407,753 +132,407	+48%	+$6M	0.43%	33
2022 Q1	$13.5M	Buy	275,346 +245,972	+837%	+$12.3M	0.34%	37
2021 Q4	$1.52M	Buy	29,374 +6,270	+27%	+$316K	0.05%	229
2021 Q3	$1.1M	Buy	23,104 +4,824	+26%	+$234K	0.03%	239
2021 Q2	$878K	Buy	+18,280	New	+$875K	0.03%	241
2021 Q1	–	Sell	-275	Closed	-$10K	–	554
2020 Q4	$10K	Sell	275 -884	-76%	-$32.2K	﹤0.01%	417
2020 Q3	$37K	Sell	1,159 -474	-29%	-$15.4K	﹤0.01%	367
2020 Q2	$50K	Buy	1,633 +5	+0.3%	+$146	﹤0.01%	325
2020 Q1	$41K	Buy	1,628 +1,353	+492%	+$43.9K	﹤0.01%	320
2019 Q4	$9K	Hold	275	–	–	﹤0.01%	459
2019 Q3	$8K	Buy	+275	New	+$8.6K	﹤0.01%	444

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

Aptus Capital Advisors's RDVY Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.4% in Q2 2026, buying an estimated $1.16M and bringing the position to 669,631 shares worth $54.3M. The position accounts for 0.37% of the portfolio, ranked #59.

Aptus Capital Advisors first reported a position in RDVY in Q3 2019 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Aptus Capital Advisors held 669,631 shares of First Trust Rising Dividend Achievers ETF worth $54.3M as of Q2 2026.
Aptus Capital Advisors bought 15,414 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.16M.
First Trust Rising Dividend Achievers ETF made up 0.37% of Aptus Capital Advisors's portfolio in Q2 2026, its #59 holding.
Aptus Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and has held it in 27 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.