Biltmore Family Office’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Biltmore Family Office’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	–	Sell	-199	Closed	-$13.6K	–	341
2026 Q1	$13.6K	Hold	199	–	–	﹤0.01%	303
2025 Q4	$13.8K	Hold	199	–	–	﹤0.01%	299
2025 Q3	$13.4K	Hold	199	–	–	﹤0.01%	269
2025 Q2	$12.5K	Hold	199	–	–	﹤0.01%	264
2025 Q1	$11.6K	Hold	199	–	–	﹤0.01%	254
2024 Q4	$11.8K	Hold	199	–	–	﹤0.01%	253
2024 Q3	$11.8K	Hold	199	–	–	﹤0.01%	252
2024 Q2	$10.9K	Buy	+199	New	+$10.9K	﹤0.01%	230

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

Biltmore Family Office's RDVY Position: Q2 2026 in Review

Biltmore Family Office sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 199 shares — an estimated $13.6K sold.

Biltmore Family Office first reported a position in RDVY in Q2 2024 and held it in 8 quarters. The position peaked at $13.8K in Q4 2025. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Biltmore Family Office reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Biltmore Family Office sold 199 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.6K.
Biltmore Family Office first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and held it in 8 quarters.
Biltmore Family Office's First Trust Rising Dividend Achievers ETF position peaked at $13.8K in Q4 2025.
808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.