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

Certuity’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	$2.79M	Buy	34,362 +864	+3%	+$65K	0.14%	87
2026 Q1	$2.29M	Sell	33,498 -726	-2%	-$51.7K	0.15%	94
2025 Q4	$2.38M	Buy	34,224 +8,168	+31%	+$555K	0.15%	98
2025 Q3	$1.75M	Buy	26,056 +954	+4%	+$61.9K	0.12%	109
2025 Q2	$1.57M	Buy	25,102 +21,309	+562%	+$1.25M	0.15%	98
2025 Q1	$222K	Buy	+3,793	New	+$231K	0.02%	348

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

Certuity's RDVY Position: Q2 2026 in Review

Certuity increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.6% in Q2 2026, buying an estimated $65K and bringing the position to 34,362 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #87.

Certuity first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Certuity held 34,362 shares of First Trust Rising Dividend Achievers ETF worth $2.79M as of Q2 2026.
Certuity bought 864 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $65K.
First Trust Rising Dividend Achievers ETF made up 0.14% of Certuity's portfolio in Q2 2026, its #87 holding.
Certuity first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.