Arax Advisory Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$57.5M Buy
709,083
+228,481
+48% +$17.2M 0.38% 45
2026
Q1
$32.8M Sell
480,602
-205,209
-30% -$14.6M 0.93% 20
2025
Q4
$47.6M Buy
+685,811
New +$46.6M 1.39% 12
2025
Q3
Sell
-666,963
Closed -$41.8M 4136
2025
Q2
$41.8M Buy
666,963
+45,119
+7% +$2.65M 1.92% 8
2025
Q1
$36.4M Sell
621,844
-87,109
-12% -$5.29M 2.33% 7
2024
Q4
$41.9M Buy
708,953
+398,469
+128% +$24.3M 2.64% 4
2024
Q3
$18.4M Buy
310,484
+61,430
+25% +$3.49M 1.64% 24
2024
Q2
$13.6M Sell
249,054
-1,611
-0.6% -$88.1K 1.33% 27
2024
Q1
$14.1M Buy
250,665
+3,338
+1% +$175K 1.49% 24
2023
Q4
$12.8M Buy
247,327
+6,798
+3% +$321K 1.42% 25
2023
Q3
$11.1M Buy
240,529
+8,632
+4% +$413K 1.38% 25
2023
Q2
$10.9M Buy
231,897
+3,866
+2% +$175K 1.39% 25
2023
Q1
$10.2M Buy
228,031
+6,715
+3% +$308K 1.35% 26
2022
Q4
$9.72M Buy
221,316
+8,290
+4% +$362K 1.35% 26
2022
Q3
$8.28M Buy
213,026
+17,877
+9% +$769K 1.31% 20
2022
Q2
$7.99M Buy
195,149
+18,029
+10% +$817K 1.21% 22
2022
Q1
$8.68M Buy
+177,120
New +$8.84M 1.16% 25

Other funds holding RDVY

Arax Advisory Partners's RDVY Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 48% in Q2 2026, buying an estimated $17.2M and bringing the position to 709,083 shares worth $57.5M. The position accounts for 0.38% of the portfolio, ranked #45.

Arax Advisory Partners first reported a position in RDVY in Q1 2022 and has held it in 17 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Arax Advisory Partners held 709,083 shares of First Trust Rising Dividend Achievers ETF worth $57.5M as of Q2 2026.
  • Arax Advisory Partners bought 228,481 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $17.2M.
  • First Trust Rising Dividend Achievers ETF made up 0.38% of Arax Advisory Partners's portfolio in Q2 2026, its #45 holding.
  • Arax Advisory Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
  • 819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.