Cetera Investment Advisers’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cetera Investment Advisers’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	$353M	Buy	4,350,617 +306,472	+8%	+$23M	0.32%	53
2026 Q1	$276M	Buy	4,044,145 +299,620	+8%	+$21.3M	0.29%	59
2025 Q4	$260M	Buy	3,744,525 +243,551	+7%	+$16.6M	0.28%	62
2025 Q3	$235M	Buy	3,500,974 +705,735	+25%	+$45.8M	0.27%	65
2025 Q2	$175M	Buy	2,795,239 +97,920	+4%	+$5.76M	0.3%	64
2025 Q1	$158M	Buy	2,697,319 +237,021	+10%	+$14.4M	0.31%	65
2024 Q4	$146M	Sell	2,460,298 -58,634	-2%	-$3.58M	0.3%	63
2024 Q3	$149M	Buy	2,518,932 +22,707	+0.9%	+$1.29M	0.33%	58
2024 Q2	$137M	Buy	2,496,225 +232,129	+10%	+$12.7M	0.31%	58
2024 Q1	$127M	Buy	2,264,096 +1,451,045	+178%	+$76.1M	0.3%	60
2023 Q4	$42M	Buy	813,051 +156,239	+24%	+$7.38M	0.34%	47
2023 Q3	$30.2M	Buy	656,812 +20,258	+3%	+$968K	0.26%	71
2023 Q2	$30M	Buy	636,554 +10,424	+2%	+$472K	0.25%	71
2023 Q1	$28.1M	Buy	626,130 +22,739	+4%	+$1.04M	0.25%	77
2022 Q4	$26.5M	Sell	603,391 -207,472	-26%	-$9.07M	0.25%	73
2022 Q3	$31.5M	Sell	810,863 -54,261	-6%	-$2.33M	0.63%	24
2022 Q2	$35.4M	Sell	865,124 -39,317	-4%	-$1.78M	0.56%	27
2022 Q1	$44.3M	Buy	904,441 +223,084	+33%	+$11.1M	0.64%	20
2021 Q4	$35.3M	Sell	681,357 -34,251	-5%	-$1.73M	0.51%	30
2021 Q3	$34M	Sell	715,608 -141,643	-17%	-$6.86M	0.54%	25
2021 Q2	$41.2M	Buy	857,251 +68,624	+9%	+$3.29M	0.66%	20
2021 Q1	$35.9M	Buy	788,627 +211,459	+37%	+$9.02M	0.71%	17
2020 Q4	$23.1M	Buy	577,168 +564,222	+4,358%	+$20.5M	0.46%	40
2020 Q3	$424K	Buy	12,946 +401	+3%	+$13K	0.03%	415
2020 Q2	$387K	Sell	12,545 -5,178	-29%	-$151K	0.04%	411
2020 Q1	$454K	Buy	17,723 +10,399	+142%	+$338K	0.06%	318
2019 Q4	$262K	Hold	7,324	–	–	0.03%	482
2019 Q3	$233K	Buy	+7,324	New	+$229K	0.03%	465

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

Cetera Investment Advisers's RDVY Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.6% in Q2 2026, buying an estimated $23M and bringing the position to 4,350,617 shares worth $353M. The position accounts for 0.32% of the portfolio, ranked #53.

Cetera Investment Advisers first reported a position in RDVY in Q3 2019 and has held it in 28 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cetera Investment Advisers held 4,350,617 shares of First Trust Rising Dividend Achievers ETF worth $353M as of Q2 2026.
Cetera Investment Advisers bought 306,472 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $23M.
First Trust Rising Dividend Achievers ETF made up 0.32% of Cetera Investment Advisers's portfolio in Q2 2026, its #53 holding.
Cetera Investment Advisers first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and has held it in 28 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.