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

Choreo LLC’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 		$929K Buy
11,458
+451
+4% +$33.9K 0.01% 678
2026
Q1 		$752K Buy
11,007
+3
+0% +$214 0.01% 745
2025
Q4 		$774K Sell
11,004
-131
-1% -$8.9K 0.01% 716
2025
Q3 		$749K Buy
11,135
+109
+1% +$7.07K 0.01% 733
2025
Q2 		$692K Buy
11,026
+1,173
+12% +$69K 0.01% 737
2025
Q1 		$577K Sell
9,853
-796
-7% -$48.4K 0.01% 763
2024
Q4 		$631K Sell
10,649
-48
-0.4% -$2.93K 0.01% 781
2024
Q3 		$628K Buy
10,697
+167
+2% +$9.5K 0.01% 789
2024
Q2 		$575K Buy
10,530
+6,536
+164% +$357K 0.01% 754
2024
Q1 		$224K Hold
3,994
– – 0.01% 599
2023
Q4 		$206K Sell
3,994
-2,899
-42% -$137K 0.01% 579
2023
Q3 		$317K Sell
6,893
-944
-12% -$45.1K 0.01% 365
2023
Q2 		$369K Sell
7,837
-760
-9% -$34.4K 0.01% 348
2023
Q1 		$386K Buy
+8,597
New +$395K 0.01% 342

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

Choreo LLC's RDVY Position: Q2 2026 in Review

Choreo LLC increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.1% in Q2 2026, buying an estimated $33.9K and bringing the position to 11,458 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #678.

Choreo LLC first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Choreo LLC held 11,458 shares of First Trust Rising Dividend Achievers ETF worth $929K as of Q2 2026.
  • Choreo LLC bought 451 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $33.9K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #678 holding.
  • Choreo LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.