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

Cerity 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	$875K	Buy	10,796 +1,505	+16%	+$113K	﹤0.01%	2078
2026 Q1	$634K	Sell	9,291 -891	-9%	-$63.4K	﹤0.01%	2141
2025 Q4	$707K	Buy	10,182 +365	+4%	+$24.8K	﹤0.01%	1885
2025 Q3	$660K	Buy	9,817 +4,160	+74%	+$270K	﹤0.01%	1811
2025 Q2	$355K	Buy	5,657 +1,561	+38%	+$91.8K	﹤0.01%	2056
2025 Q1	$240K	Sell	4,096 -9,411	-70%	-$572K	﹤0.01%	2129
2024 Q4	$799K	Buy	13,507 +92	+0.7%	+$5.61K	﹤0.01%	1522
2024 Q3	$794K	Sell	13,415 -5,162	-28%	-$294K	﹤0.01%	1519
2024 Q2	$1.02M	Buy	+18,577	New	+$1.02M	﹤0.01%	1219

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's RDVY Position: Q2 2026 in Review

Cerity Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q2 2026, buying an estimated $113K and bringing the position to 10,796 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Cerity Partners first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2024. 782 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cerity Partners held 10,796 shares of First Trust Rising Dividend Achievers ETF worth $875K as of Q2 2026.
Cerity Partners bought 1,505 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $113K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2078 holding.
Cerity Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's First Trust Rising Dividend Achievers ETF position peaked at $1.02M in Q2 2024.
782 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.