Caitlin John’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Caitlin John’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	$15.6K	Hold	192	–	–	0.01%	533
2026 Q1	$13.1K	Hold	192	–	–	0.01%	488
2025 Q4	$13.3K	Hold	192	–	–	0.01%	498
2025 Q3	$12.9K	Buy	+192	New	+$12.5K	0.01%	458
2025 Q1	–	Sell	-192	Closed	-$11.4K	–	635
2024 Q4	$11.4K	Hold	192	–	–	0.01%	459
2024 Q3	$12K	Sell	192 -347	-64%	-$19.7K	0.01%	464
2024 Q2	$29.5K	Sell	539 -56	-9%	-$3.06K	0.02%	311
2024 Q1	$33.4K	Sell	595 -21	-3%	-$1.1K	0.03%	286
2023 Q4	$31.8K	Buy	+616	New	+$29.1K	0.03%	273

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

Caitlin John's RDVY Position: Q2 2026 in Review

Caitlin John held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 192 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #533.

Caitlin John first reported a position in RDVY in Q4 2023 and has held it in 9 quarters since. The position peaked at $33.4K in Q1 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Caitlin John held 192 shares of First Trust Rising Dividend Achievers ETF worth $15.6K as of Q2 2026.
Caitlin John left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #533 holding.
Caitlin John first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's First Trust Rising Dividend Achievers ETF position peaked at $33.4K in Q1 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.