CHIAL
RDVY icon

Copper Harbor Investment Advisors, LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Copper Harbor Investment Advisors, 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 		$2.5M Buy
+30,834
New +$2.32M 0.53% 37

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's RDVY Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 30,834 shares worth $2.5M. The stake represents 0.53% of the portfolio and ranks #37 among its holdings.

275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 30,834 shares of First Trust Rising Dividend Achievers ETF worth $2.5M as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.53% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #37 holding.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.