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Avior Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Avior Wealth Management’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 		$5.62M Sell
69,327
-30,407
-30% -$2.29M 0.15% 131
2026
Q1 		$6.81M Buy
99,734
+75,416
+310% +$5.37M 0.19% 109
2025
Q4 		$1.69M Sell
24,318
-4,331
-15% -$294K 0.05% 225
2025
Q3 		$1.93M Buy
28,649
+58
+0.2% +$3.76K 0.06% 199
2025
Q2 		$1.79M Buy
28,591
+4,255
+17% +$250K 0.06% 192
2025
Q1 		$1.42M Buy
24,336
+72
+0.3% +$4.38K 0.05% 215
2024
Q4 		$1.44M Buy
24,264
+2
+0% +$122 0.05% 224
2024
Q3 		$1.44M Sell
24,262
-5,122
-17% -$291K 0.06% 220
2024
Q2 		$1.61M Buy
29,384
+1,662
+6% +$90.9K 0.07% 183
2024
Q1 		$1.56M Buy
27,722
+4,727
+21% +$248K 0.07% 197
2023
Q4 		$1.19M Sell
22,995
-868
-4% -$41K 0.07% 178
2023
Q3 		$1.1M Sell
23,863
-310
-1% -$14.8K 0.07% 174
2023
Q2 		$1.14M Buy
24,173
+728
+3% +$32.9K 0.07% 183
2023
Q1 		$1.05M Buy
23,445
+6,325
+37% +$291K 0.07% 196
2022
Q4 		$752K Buy
17,120
+629
+4% +$27.5K 0.06% 224
2022
Q3 		$641K Buy
16,491
+1,086
+7% +$46.7K 0.05% 227
2022
Q2 		$630K Buy
15,405
+323
+2% +$14.6K 0.06% 221
2022
Q1 		$739K Buy
15,082
+3,334
+28% +$166K 0.06% 220
2021
Q4 		$608K Buy
11,748
+7,308
+165% +$369K 0.05% 285
2021
Q3 		$210K Buy
4,440
+3,628
+447% +$176K 0.02% 414
2021
Q2 		$39K Buy
+812
New +$38.9K ﹤0.01% 559

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

Avior Wealth Management's RDVY Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 30% in Q2 2026, selling an estimated $2.29M and leaving 69,327 shares worth $5.62M. The position accounts for 0.15% of the portfolio, ranked #131.

Avior Wealth Management first reported a position in RDVY in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.81M in Q1 2026. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Avior Wealth Management held 69,327 shares of First Trust Rising Dividend Achievers ETF worth $5.62M as of Q2 2026.
  • Avior Wealth Management sold 30,407 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.29M.
  • First Trust Rising Dividend Achievers ETF made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Avior Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • Avior Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $6.81M in Q1 2026.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.