Brown Brothers Harriman & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Brown Brothers Harriman & Co’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	–	Sell	-1,362	Closed	-$94.6K	–	1891
2025 Q4	$94.6K	Hold	1,362	–	–	﹤0.01%	913
2025 Q3	$91.6K	Buy	+1,362	New	+$88.4K	﹤0.01%	889
2024 Q1	–	Sell	-2,350	Closed	-$121K	–	1243
2023 Q4	$121K	Hold	2,350	–	–	﹤0.01%	587
2023 Q3	$108K	Buy	+2,350	New	+$112K	﹤0.01%	583
2022 Q2	–	Sell	-234	Closed	-$11K	–	1390
2022 Q1	$11K	Hold	234	–	–	﹤0.01%	1019
2021 Q4	$12K	Hold	234	–	–	﹤0.01%	891
2021 Q3	$11K	Buy	+234	New	+$11.3K	﹤0.01%	899

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Brothers Harriman & Co's RDVY Position: Q1 2026 in Review

Brown Brothers Harriman & Co sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 1,362 shares — an estimated $94.6K sold.

Brown Brothers Harriman & Co first reported a position in RDVY in Q3 2021 and held it in 7 quarters. The position peaked at $121K in Q4 2023. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Brown Brothers Harriman & Co reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Brown Brothers Harriman & Co sold 1,362 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $94.6K.
Brown Brothers Harriman & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and held it in 7 quarters.
Brown Brothers Harriman & Co's First Trust Rising Dividend Achievers ETF position peaked at $121K in Q4 2023.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2026, filed 14 May 2026.