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Beacon Pointe Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Beacon Pointe 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 		$2.16M Buy
26,685
+1,742
+7% +$131K 0.01% 734
2026
Q1 		$1.7M Buy
24,943
+94
+0.4% +$6.69K 0.01% 789
2025
Q4 		$1.73M Buy
24,849
+935
+4% +$63.6K 0.01% 657
2025
Q3 		$1.61M Buy
23,914
+4,218
+21% +$274K 0.01% 598
2025
Q2 		$1.24M Sell
19,696
-445
-2% -$26.2K 0.01% 603
2025
Q1 		$1.18M Buy
20,141
+2,536
+14% +$154K 0.01% 594
2024
Q4 		$1.04M Buy
17,605
+6,465
+58% +$394K 0.01% 625
2024
Q3 		$660K Buy
11,140
+453
+4% +$25.8K 0.01% 757
2024
Q2 		$585K Sell
10,687
-1,332
-11% -$72.8K 0.01% 821
2024
Q1 		$675K Buy
12,019
+1,292
+12% +$67.8K 0.01% 801
2023
Q4 		$554K Sell
10,727
-13,110
-55% -$620K 0.01% 860
2023
Q3 		$1.1M Sell
23,837
-734
-3% -$35.1K 0.01% 602
2023
Q2 		$1.16M Buy
24,571
+1,470
+6% +$66.5K 0.02% 498
2023
Q1 		$1.04M Buy
23,101
+7,896
+52% +$363K 0.02% 537
2022
Q4 		$668K Sell
15,205
-14,513
-49% -$634K 0.01% 604
2022
Q3 		$1.16M Sell
29,718
-10,854
-27% -$467K 0.03% 432
2022
Q2 		$1.66M Buy
40,572
+4,967
+14% +$225K 0.04% 361
2022
Q1 		$1.75M Buy
+35,605
New +$1.78M 0.02% 474

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

Beacon Pointe Advisors's RDVY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7% in Q2 2026, buying an estimated $131K and bringing the position to 26,685 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #734.

Beacon Pointe Advisors first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Beacon Pointe Advisors held 26,685 shares of First Trust Rising Dividend Achievers ETF worth $2.16M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,742 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $131K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #734 holding.
  • Beacon Pointe Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.