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Benjamin Edwards Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Benjamin Edwards Inc’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 		$38M Buy
468,651
+8,710
+2% +$655K 0.35% 77
2026
Q1 		$31.4M Buy
459,941
+40,124
+10% +$2.86M 0.31% 101
2025
Q4 		$29.2M Buy
419,817
+17,119
+4% +$1.16M 0.32% 87
2025
Q3 		$27.1M Buy
402,698
+35,646
+10% +$2.31M 0.31% 86
2025
Q2 		$23M Buy
367,052
+40,726
+12% +$2.4M 0.29% 86
2025
Q1 		$19.1M Sell
326,326
-6,265
-2% -$381K 0.27% 100
2024
Q4 		$19.7M Sell
332,591
-4,195
-1% -$256K 0.28% 98
2024
Q3 		$19.9M Buy
336,786
+330,430
+5,199% +$18.8M 0.29% 101
2024
Q2 		$348K Buy
6,356
+3,099
+95% +$169K 0.07% 263
2024
Q1 		$183K Sell
3,257
-17
-0.5% -$892 0.04% 349
2023
Q4 		$169K Sell
3,274
-81
-2% -$3.83K 0.04% 347
2023
Q3 		$154K Hold
3,355
– – 0.04% 323
2023
Q2 		$158K Sell
3,355
-18
-0.5% -$814 0.04% 314
2023
Q1 		$151K Buy
3,373
+253
+8% +$11.6K 0.04% 319
2022
Q4 		$137K Sell
3,120
-56
-2% -$2.45K 0.04% 316
2022
Q3 		$123K Sell
3,176
-121
-4% -$5.2K 0.04% 318
2022
Q2 		$135K Sell
3,297
-343
-9% -$15.6K 0.04% 298
2022
Q1 		$178K Sell
3,640
-151
-4% -$7.54K 0.05% 289
2021
Q4 		$196K Sell
3,791
-18
-0.5% -$908 0.06% 265
2021
Q3 		$181K Sell
3,809
-361
-9% -$17.5K 0.11% 185
2021
Q2 		$200K Buy
4,170
+304
+8% +$14.6K 0.14% 166
2021
Q1 		$176K Buy
3,866
+1,286
+50% +$54.8K 0.13% 158
2020
Q4 		$103K Buy
2,580
+82
+3% +$2.98K 0.08% 186
2020
Q3 		$82K Buy
2,498
+171
+7% +$5.55K 0.07% 179
2020
Q2 		$72K Buy
2,327
+1,096
+89% +$31.9K 0.06% 175
2020
Q1 		$32K Buy
+1,231
New +$40K 0.03% 204

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

Benjamin Edwards Inc's RDVY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q2 2026, buying an estimated $655K and bringing the position to 468,651 shares worth $38M. The position accounts for 0.35% of the portfolio, ranked #77.

Benjamin Edwards Inc first reported a position in RDVY in Q1 2020 and has held it in 26 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Benjamin Edwards Inc held 468,651 shares of First Trust Rising Dividend Achievers ETF worth $38M as of Q2 2026.
  • Benjamin Edwards Inc bought 8,710 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $655K.
  • First Trust Rising Dividend Achievers ETF made up 0.35% of Benjamin Edwards Inc's portfolio in Q2 2026, its #77 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 26 quarters since.
  • 806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.