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

Collier Financial’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	$10.3K	Sell	127 -479	-79%	-$36K	0.01%	119
2026 Q1	$41.4K	Buy	606 +2	+0.3%	+$142	0.03%	77
2025 Q4	$42K	Buy	604 +1	+0.2%	+$68	0.03%	78
2025 Q3	$40.6K	Buy	+603	New	+$39.1K	0.03%	81

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

Collier Financial's RDVY Position: Q2 2026 in Review

Collier Financial reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 79% in Q2 2026, selling an estimated $36K and leaving 127 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #119.

Collier Financial first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $42K in Q4 2025. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Collier Financial held 127 shares of First Trust Rising Dividend Achievers ETF worth $10.3K as of Q2 2026.
Collier Financial sold 479 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $36K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Collier Financial's portfolio in Q2 2026, its #119 holding.
Collier Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Collier Financial's First Trust Rising Dividend Achievers ETF position peaked at $42K in Q4 2025.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.