Belpointe Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Belpointe Asset 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	$695K	Buy	8,573 +48	+0.6%	+$3.61K	0.02%	615
2026 Q1	$582K	Buy	+8,525	New	+$607K	0.02%	640
2025 Q1	–	Sell	-14,531	Closed	-$854K	–	1017
2024 Q4	$854K	Sell	14,531 -128	-0.9%	-$7.81K	0.05%	358
2024 Q3	$868K	Buy	14,659 +2	+0%	+$114	0.05%	346
2024 Q2	$802K	Buy	14,657 +2,267	+18%	+$124K	0.06%	325
2024 Q1	$696K	Buy	+12,390	New	+$650K	0.05%	359
2023 Q2	–	Sell	-3,435	Closed	-$154K	–	2718
2023 Q1	$154K	Sell	3,435 -1,015	-23%	-$46.6K	0.01%	1065
2022 Q4	$195K	Sell	4,450 -81,219	-95%	-$3.55M	0.01%	907
2022 Q3	$3.33M	Buy	85,669 +400	+0.5%	+$17.2K	0.23%	87
2022 Q2	$3.49M	Buy	85,269 +17,762	+26%	+$805K	0.23%	85
2022 Q1	$3.31M	Buy	67,507 +8,040	+14%	+$401K	0.2%	96
2021 Q4	$3.08M	Buy	+59,467	New	+$3M	0.19%	109
2021 Q3	–	Sell	-2,242	Closed	-$108K	–	1233
2021 Q2	$108K	Buy	+2,242	New	+$107K	0.01%	1099

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

Belpointe Asset Management's RDVY Position: Q2 2026 in Review

Belpointe Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.56% in Q2 2026, buying an estimated $3.61K and bringing the position to 8,573 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #615.

Belpointe Asset Management first reported a position in RDVY in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.49M in Q2 2022. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Belpointe Asset Management held 8,573 shares of First Trust Rising Dividend Achievers ETF worth $695K as of Q2 2026.
Belpointe Asset Management bought 48 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.61K.
First Trust Rising Dividend Achievers ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #615 holding.
Belpointe Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 13 quarters since.
Belpointe Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $3.49M in Q2 2022.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.