BF
RDVY icon

BOK Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

BOK Financial’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 		$87.8K Sell
1,083
-211
-16% -$15.9K ﹤0.01% 764
2026
Q1 		$88.4K Hold
1,294
– – ﹤0.01% 764
2025
Q4 		$89.9K Hold
1,294
– – ﹤0.01% 774
2025
Q3 		$87K Buy
1,294
+294
+29% +$19.1K ﹤0.01% 778
2025
Q2 		$62.7K Hold
1,000
– – ﹤0.01% 804
2025
Q1 		$58.5K Sell
1,000
-704
-41% -$42.8K ﹤0.01% 812
2024
Q4 		$100K Hold
1,704
– – ﹤0.01% 750
2024
Q3 		$100K Hold
1,704
– – ﹤0.01% 756
2024
Q2 		$93.3K Hold
1,704
– – ﹤0.01% 820
2024
Q1 		$95.1K Sell
1,704
-61
-3% -$3.2K ﹤0.01% 794
2023
Q4 		$91.2K Buy
1,765
+61
+4% +$2.88K ﹤0.01% 751
2023
Q3 		$75.4K Hold
1,704
– – ﹤0.01% 734
2023
Q2 		$80.3K Hold
1,704
– – ﹤0.01% 757
2023
Q1 		$76.5K Sell
1,704
-6,134
-78% -$282K ﹤0.01% 792
2022
Q4 		$344K Buy
7,838
+2,361
+43% +$103K 0.01% 739
2022
Q3 		$213K Sell
5,477
-667
-11% -$28.7K ﹤0.01% 828
2022
Q2 		$252K Sell
6,144
-90
-1% -$4.08K ﹤0.01% 807
2022
Q1 		$305K Buy
+6,234
New +$311K 0.01% 837

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

BOK Financial's RDVY Position: Q2 2026 in Review

BOK Financial reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q2 2026, selling an estimated $15.9K and leaving 1,083 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

BOK Financial first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $344K in Q4 2022. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • BOK Financial held 1,083 shares of First Trust Rising Dividend Achievers ETF worth $87.8K as of Q2 2026.
  • BOK Financial sold 211 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.9K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #764 holding.
  • BOK Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • BOK Financial's First Trust Rising Dividend Achievers ETF position peaked at $344K in Q4 2022.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.