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

Claro Advisors’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	$6.84M	Buy	84,343 +4,725	+6%	+$355K	0.72%	27
2026 Q1	$5.44M	Buy	79,618 +437	+0.6%	+$31.1K	0.65%	31
2025 Q4	$5.5M	Buy	79,181 +4,040	+5%	+$275K	0.75%	27
2025 Q3	$5.05M	Sell	75,141 -236	-0.3%	-$15.3K	0.74%	27
2025 Q2	$4.73M	Buy	75,377 +1,414	+2%	+$83.2K	0.78%	24
2025 Q1	$4.33M	Buy	73,963 +5,773	+8%	+$351K	0.58%	29
2024 Q4	$4.03M	Buy	68,190 +5,419	+9%	+$331K	0.54%	33
2024 Q3	$3.72M	Buy	62,771 +14,235	+29%	+$810K	0.48%	40
2024 Q2	$2.66M	Buy	48,536 +2,441	+5%	+$133K	0.41%	44
2024 Q1	$2.59M	Buy	46,095 +529	+1%	+$27.7K	0.45%	45
2023 Q4	$2.35M	Buy	45,566 +1,870	+4%	+$88.4K	0.51%	39
2023 Q3	$2.01M	Buy	43,696 +925	+2%	+$44.2K	0.5%	40
2023 Q2	$2.01M	Buy	42,771 +2,999	+8%	+$136K	0.5%	39
2023 Q1	$1.78M	Sell	39,772 -1,081	-3%	-$49.7K	0.52%	43
2022 Q4	$1.79M	Buy	40,853 +3,237	+9%	+$142K	0.59%	36
2022 Q3	$1.54M	Hold	37,616	–	–	0.61%	37
2022 Q2	$1.54M	Sell	37,616 -862	-2%	-$39.1K	0.61%	37
2022 Q1	$1.99M	Hold	38,478	–	–	0.72%	28
2021 Q4	$1.99M	Buy	38,478 +20,971	+120%	+$1.06M	0.72%	28
2021 Q3	$831K	Buy	17,507 +3,603	+26%	+$175K	0.35%	75
2021 Q2	$668K	Buy	13,904 +2,306	+20%	+$110K	0.3%	90
2021 Q1	$528K	Buy	11,598 +779	+7%	+$33.2K	0.27%	108
2020 Q4	$432K	Sell	10,819 -1,343	-11%	-$48.9K	0.23%	124
2020 Q3	$398K	Buy	12,162 +5,494	+82%	+$178K	0.25%	115
2020 Q2	$206K	Buy	+6,668	New	+$194K	0.14%	175
2020 Q1	–	Sell	-6,710	Closed	-$241K	–	183
2019 Q4	$241K	Buy	6,710 +5	+0.1%	+$169	0.19%	137
2019 Q3	$214K	Buy	+6,705	New	+$210K	0.19%	147
2019 Q1	–	Sell	-3,375	Closed	-$107K	–	761
2018 Q4	$107K	Buy	+3,375	New	+$97.9K	0.09%	220

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

Claro Advisors's RDVY Position: Q2 2026 in Review

Claro Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.9% in Q2 2026, buying an estimated $355K and bringing the position to 84,343 shares worth $6.84M. The position accounts for 0.72% of the portfolio, ranked #27.

Claro Advisors first reported a position in RDVY in Q4 2018 and has held it in 28 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Claro Advisors held 84,343 shares of First Trust Rising Dividend Achievers ETF worth $6.84M as of Q2 2026.
Claro Advisors bought 4,725 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $355K.
First Trust Rising Dividend Achievers ETF made up 0.72% of Claro Advisors's portfolio in Q2 2026, its #27 holding.
Claro Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 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 Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.