Betterment LLC
RDVY icon

Betterment LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Betterment LLC’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
Q1 		$3.51M Sell
51,341
-713
-1% -$50.8K 0.01% 195
2025
Q4 		$3.62M Buy
52,054
+742
+1% +$50.4K 0.01% 184
2025
Q3 		$3.45M Buy
51,312
+2,837
+6% +$184K 0.01% 182
2025
Q2 		$3.04M Buy
48,475
+7,892
+19% +$464K 0.01% 183
2025
Q1 		$2.38M Buy
40,583
+4,714
+13% +$287K 0.01% 195
2024
Q4 		$2.12M Buy
35,869
+15,629
+77% +$954K 0.01% 199
2024
Q3 		$1.2M Buy
20,240
+1,519
+8% +$86.4K ﹤0.01% 217
2024
Q2 		$1.02M Buy
18,721
+1,014
+6% +$55.4K ﹤0.01% 216
2024
Q1 		$995K Sell
17,707
-327
-2% -$17.2K ﹤0.01% 202
2023
Q4 		$932K Sell
18,034
-2,075
-10% -$98.1K ﹤0.01% 184
2023
Q3 		$924K Buy
20,109
+1,712
+9% +$81.8K ﹤0.01% 173
2023
Q2 		$866K Sell
18,397
-1,560
-8% -$70.6K ﹤0.01% 162
2023
Q1 		$895K Buy
19,957
+354
+2% +$16.3K ﹤0.01% 159
2022
Q4 		$861K Sell
19,603
-3,508
-15% -$153K ﹤0.01% 158
2022
Q3 		$946K Hold
23,111
– – ﹤0.01% 146
2022
Q2 		$946K Buy
23,111
+4,648
+25% +$211K ﹤0.01% 146
2022
Q1 		$905K Buy
18,463
+11,096
+151% +$554K ﹤0.01% 147
2021
Q4 		$382K Buy
+7,367
New +$372K ﹤0.01% 173

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Betterment LLC's RDVY Position: Q1 2026 in Review

Betterment LLC reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q1 2026, selling an estimated $50.8K and leaving 51,341 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #195.

Betterment LLC first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.62M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Betterment LLC held 51,341 shares of First Trust Rising Dividend Achievers ETF worth $3.51M as of Q1 2026.
  • Betterment LLC sold 713 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $50.8K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #195 holding.
  • Betterment LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • Betterment LLC's First Trust Rising Dividend Achievers ETF position peaked at $3.62M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.