Atria Investments’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Atria Investments’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	$14.3M	Buy	176,381 +2,065	+1%	+$155K	0.14%	150
2026 Q1	$11.9M	Sell	174,316 -14,737	-8%	-$1.05M	0.13%	161
2025 Q4	$13.1M	Sell	189,053 -4,372	-2%	-$297K	0.15%	137
2025 Q3	$13M	Buy	193,425 +12,843	+7%	+$833K	0.15%	137
2025 Q2	$11.3M	Buy	180,582 +101,107	+127%	+$5.95M	0.13%	161
2025 Q1	$4.65M	Buy	79,475 +16,341	+26%	+$993K	0.06%	395
2024 Q4	$3.73M	Buy	63,134 +3,581	+6%	+$218K	0.05%	446
2024 Q3	$3.53M	Sell	59,553 -22,881	-28%	-$1.3M	0.04%	467
2024 Q2	$4.51M	Sell	82,434 -15,223	-16%	-$832K	0.06%	364
2024 Q1	$5.49M	Buy	97,657 +21,379	+28%	+$1.12M	0.08%	312
2023 Q4	$3.94M	Sell	76,278 -18,977	-20%	-$897K	0.06%	356
2023 Q3	$4.38M	Buy	95,255 +4,185	+5%	+$200K	0.08%	317
2023 Q2	$4.29M	Sell	91,070 -6,709	-7%	-$303K	0.08%	309
2023 Q1	$4.39M	Buy	97,779 +4,219	+5%	+$194K	0.08%	292
2022 Q4	$4.11M	Sell	93,560 -6,512	-7%	-$285K	0.08%	294
2022 Q3	$3.89M	Sell	100,072 -382	-0.4%	-$16.4K	0.09%	282
2022 Q2	$4.11M	Buy	100,454 +27,579	+38%	+$1.25M	0.09%	284
2022 Q1	$3.57M	Buy	72,875 +33,451	+85%	+$1.67M	0.06%	376
2021 Q4	$2.04M	Buy	39,424 +4,204	+12%	+$212K	0.04%	557
2021 Q3	$1.67M	Buy	35,220 +11,935	+51%	+$578K	0.03%	600
2021 Q2	$1.12M	Buy	+23,285	New	+$1.12M	0.02%	716
2020 Q1	–	Sell	-186,398	Closed	-$6.69M	–	1039
2019 Q4	$6.69M	Buy	+186,398	New	+$6.32M	0.18%	114
2019 Q3	–	Sell	-202,411	Closed	-$6.07M	–	946
2019 Q2	$6.07M	Buy	+202,411	New	+$6.18M	0.23%	97

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

Atria Investments's RDVY Position: Q2 2026 in Review

Atria Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.2% in Q2 2026, buying an estimated $155K and bringing the position to 176,381 shares worth $14.3M. The position accounts for 0.14% of the portfolio, ranked #150.

Atria Investments first reported a position in RDVY in Q2 2019 and has held it in 23 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Atria Investments held 176,381 shares of First Trust Rising Dividend Achievers ETF worth $14.3M as of Q2 2026.
Atria Investments bought 2,065 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $155K.
First Trust Rising Dividend Achievers ETF made up 0.14% of Atria Investments's portfolio in Q2 2026, its #150 holding.
Atria Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2019 and has held it in 23 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.