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Chicago Partners Investment Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Chicago Partners Investment Group’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 		$1.33M Sell
16,746
-176
-1% -$13.2K 0.03% 521
2026
Q1 		$1.27M Buy
16,922
+1,683
+11% +$120K 0.03% 458
2025
Q4 		$1.09M Buy
15,239
+603
+4% +$41K 0.03% 440
2025
Q3 		$997K Buy
14,636
+8
+0.1% +$519 0.03% 432
2025
Q2 		$940K Buy
14,628
+147
+1% +$8.64K 0.03% 412
2025
Q1 		$843K Buy
14,481
+133
+0.9% +$8.08K 0.03% 394
2024
Q4 		$859K Sell
14,348
-147
-1% -$8.97K 0.03% 376
2024
Q3 		$860K Sell
14,495
-117
-0.8% -$6.65K 0.03% 364
2024
Q2 		$848K Buy
14,612
+124
+0.9% +$6.78K 0.03% 355
2024
Q1 		$788K Buy
14,488
+4
+0% +$210 0.03% 355
2023
Q4 		$739K Buy
14,484
+19
+0.1% +$898 0.03% 346
2023
Q3 		$635K Buy
14,465
+2
+0% +$96 0.03% 351
2023
Q2 		$705K Buy
14,463
+4,959
+52% +$224K 0.04% 344
2023
Q1 		$432K Hold
9,504
– – 0.03% 420
2022
Q4 		$464K Buy
9,504
+9
+0.1% +$393 0.03% 392
2022
Q3 		$417K Hold
9,495
– – 0.03% 373
2022
Q2 		$422K Hold
9,495
– – 0.03% 368
2022
Q1 		$420K Hold
9,495
– – 0.03% 355
2021
Q4 		$474K Hold
9,495
– – 0.03% 349
2021
Q3 		$489K Buy
+9,495
New +$460K 0.03% 341

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chicago Partners Investment Group's RDVY Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1% in Q2 2026, selling an estimated $13.2K and leaving 16,746 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #521.

Chicago Partners Investment Group first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Chicago Partners Investment Group held 16,746 shares of First Trust Rising Dividend Achievers ETF worth $1.33M as of Q2 2026.
  • Chicago Partners Investment Group sold 176 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.2K.
  • First Trust Rising Dividend Achievers ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #521 holding.
  • Chicago Partners Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.