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
Q2 		$4.31M Buy
53,119
+1,778
+3% +$134K 0.01% 184
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 $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

Betterment LLC's RDVY Position: Q2 2026 in Review

Betterment LLC increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.5% in Q2 2026, buying an estimated $134K and bringing the position to 53,119 shares worth $4.31M. The position accounts for 0.01% of the portfolio, ranked #184.

Betterment LLC first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Betterment LLC held 53,119 shares of First Trust Rising Dividend Achievers ETF worth $4.31M as of Q2 2026.
  • Betterment LLC bought 1,778 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $134K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #184 holding.
  • Betterment LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.