Cary Street Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cary Street Partners’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	$3.53M	Buy	43,493 +4,225	+11%	+$318K	0.08%	257
2026 Q1	$2.68M	Sell	39,268 -1,356	-3%	-$96.5K	0.07%	278
2025 Q4	$2.82M	Buy	40,624 +2,043	+5%	+$139K	0.07%	271
2025 Q3	$2.6M	Buy	38,581 +11,098	+40%	+$720K	0.07%	285
2025 Q2	$1.72M	Sell	27,483 -310	-1%	-$18.2K	0.05%	332
2025 Q1	$1.63M	Buy	27,793 +845	+3%	+$51.4K	0.05%	314
2024 Q4	$1.59M	Buy	+26,948	New	+$1.64M	0.05%	313

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

Cary Street Partners's RDVY Position: Q2 2026 in Review

Cary Street Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, buying an estimated $318K and bringing the position to 43,493 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #257.

Cary Street Partners first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cary Street Partners held 43,493 shares of First Trust Rising Dividend Achievers ETF worth $3.53M as of Q2 2026.
Cary Street Partners bought 4,225 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $318K.
First Trust Rising Dividend Achievers ETF made up 0.08% of Cary Street Partners's portfolio in Q2 2026, its #257 holding.
Cary Street Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.