Cambridge Investment Research Advisors
RDVY icon

Cambridge Investment Research Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cambridge Investment Research Advisors’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 		$280M Buy
3,454,180
+223,984
+7% +$16.8M 0.63% 18
2026
Q1 		$221M Buy
3,230,196
+521,837
+19% +$37.1M 0.57% 19
2025
Q4 		$188M Buy
2,708,359
+117,439
+5% +$7.98M 0.5% 26
2025
Q3 		$174M Buy
2,590,920
+209,534
+9% +$13.6M 0.48% 31
2025
Q2 		$149M Sell
2,381,386
-43,668
-2% -$2.57M 0.45% 30
2025
Q1 		$142M Buy
2,425,054
+167,903
+7% +$10.2M 0.48% 24
2024
Q4 		$133M Buy
2,257,151
+168,845
+8% +$10.3M 0.45% 27
2024
Q3 		$124M Buy
2,088,306
+158,522
+8% +$9.02M 0.42% 32
2024
Q2 		$106M Buy
1,929,784
+53,693
+3% +$2.94M 0.39% 35
2024
Q1 		$105M Buy
1,876,091
+174,179
+10% +$9.14M 0.41% 33
2023
Q4 		$87.9M Sell
1,701,912
-185,505
-10% -$8.77M 0.37% 43
2023
Q3 		$86.7M Buy
1,887,417
+24,137
+1% +$1.15M 0.4% 43
2023
Q2 		$87.8M Buy
1,863,280
+58,876
+3% +$2.66M 0.4% 41
2023
Q1 		$81M Sell
1,804,404
-330,292
-15% -$15.2M 0.4% 41
2022
Q4 		$93.8M Sell
2,134,696
-380,244
-15% -$16.6M 0.49% 29
2022
Q3 		$97.8M Buy
2,514,940
+163,564
+7% +$7.03M 0.55% 26
2022
Q2 		$96.2M Sell
2,351,376
-196,964
-8% -$8.93M 0.52% 27
2022
Q1 		$125M Buy
2,548,340
+502,329
+25% +$25.1M 0.57% 21
2021
Q4 		$106M Buy
2,046,011
+589,343
+40% +$29.7M 0.47% 26
2021
Q3 		$69.1M Buy
1,456,668
+212,248
+17% +$10.3M 0.34% 52
2021
Q2 		$59.8M Buy
1,244,420
+453,098
+57% +$21.7M 0.29% 62
2021
Q1 		$36M Buy
791,322
+187,511
+31% +$8M 0.2% 94
2020
Q4 		$24.1M Buy
603,811
+47,559
+9% +$1.73M 0.14% 146
2020
Q3 		$18.2M Buy
556,252
+26,453
+5% +$859K 0.12% 174
2020
Q2 		$16.3M Buy
529,799
+114,658
+28% +$3.34M 0.12% 181
2020
Q1 		$10.6M Buy
415,141
+122,371
+42% +$3.97M 0.1% 189
2019
Q4 		$10.5M Buy
292,770
+117,433
+67% +$3.98M 0.08% 241
2019
Q3 		$5.58M Buy
175,337
+72,683
+71% +$2.27M 0.05% 367
2019
Q2 		$3.19M Buy
102,654
+23,034
+29% +$703K 0.03% 554
2019
Q1 		$2.38M Buy
79,620
+17,198
+28% +$504K 0.02% 649
2018
Q4 		$1.66M Buy
62,422
+24,749
+66% +$718K 0.02% 706
2018
Q3 		$1.19M Buy
37,673
+8,795
+30% +$273K 0.01% 936
2018
Q2 		$865K Buy
28,878
+10,515
+57% +$318K 0.01% 1062
2018
Q1 		$546K Buy
18,363
+4,338
+31% +$133K 0.01% 1303
2017
Q4 		$419K Buy
14,025
+904
+7% +$26.1K ﹤0.01% 1425
2017
Q3 		$365K Buy
13,121
+4,588
+54% +$125K ﹤0.01% 1441
2017
Q2 		$231K Buy
+8,533
New +$228K ﹤0.01% 1663

Other funds holding RDVY

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 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Cambridge Investment Research Advisors's RDVY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.9% in Q2 2026, buying an estimated $16.8M and bringing the position to 3,454,180 shares worth $280M. The position accounts for 0.63% of the portfolio, ranked #18.

Cambridge Investment Research Advisors first reported a position in RDVY in Q2 2017 and has held it in 37 quarters since. 429 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,454,180 shares of First Trust Rising Dividend Achievers ETF worth $280M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 223,984 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $16.8M.
  • First Trust Rising Dividend Achievers ETF made up 0.63% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #18 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 37 quarters since.
  • 429 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.