Bank of Montreal’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bank of Montreal’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	$1.63M	Buy	20,144 +873	+5%	+$65.7K	﹤0.01%	1830
2026 Q1	$1.32M	Sell	19,271 -2,520	-12%	-$179K	﹤0.01%	1888
2025 Q4	$1.51M	Sell	21,791 -633	-3%	-$43K	﹤0.01%	1773
2025 Q3	$1.51M	Buy	22,424 +862	+4%	+$55.9K	﹤0.01%	1780
2025 Q2	$1.35M	Buy	21,562 +709	+3%	+$41.7K	﹤0.01%	1756
2025 Q1	$1.22M	Sell	20,853 -200	-0.9%	-$12.2K	﹤0.01%	1725
2024 Q4	$1.25M	Buy	21,053 +200	+1%	+$12.2K	﹤0.01%	1769
2024 Q3	$1.23M	Buy	20,853 +20,287	+3,584%	+$1.15M	﹤0.01%	1930
2024 Q2	$31.3K	Buy	+566	New	+$30.9K	﹤0.01%	3514
2023 Q1	–	Sell	-9,689	Closed	-$446K	–	4108
2022 Q4	$446K	Sell	9,689 -11,164	-54%	-$488K	﹤0.01%	2679
2022 Q3	$882	Buy	+20,853	New	+$897K	﹤0.01%	2252

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

Bank of Montreal's RDVY Position: Q2 2026 in Review

Bank of Montreal increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.5% in Q2 2026, buying an estimated $65.7K and bringing the position to 20,144 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Bank of Montreal first reported a position in RDVY in Q3 2022 and has held it in 11 quarters since. 782 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Bank of Montreal held 20,144 shares of First Trust Rising Dividend Achievers ETF worth $1.63M as of Q2 2026.
Bank of Montreal bought 873 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $65.7K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1830 holding.
Bank of Montreal first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 11 quarters since.
782 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.