Coppell Advisory Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Coppell Advisory Solutions’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	$1.01K	Buy	+99,995	New	+$7.52M	﹤0.01%	539
2026 Q1	–	Sell	-120,456	Closed	-$8.45M	–	274
2025 Q4	$8.45M	Sell	120,456 -47	-0%	-$3.19K	0.83%	27
2025 Q3	$8.11M	Buy	120,503 +14,426	+14%	+$936K	0.86%	25
2025 Q2	$6.62M	Buy	106,077 +64,785	+157%	+$3.81M	0.79%	29
2025 Q1	$2.36M	Buy	41,292 +16,646	+68%	+$1.01M	0.33%	63
2024 Q4	$1.45M	Buy	24,646 +905	+4%	+$55.2K	0.2%	104
2024 Q3	$1.4M	Sell	23,741 -46,870	-66%	-$2.67M	0.21%	102
2024 Q2	$3.87M	Buy	+70,611	New	+$3.86M	0.64%	29
2023 Q4	$2.58M	Buy	49,875 +16,100	+48%	+$761K	0.51%	41
2023 Q3	$1.48M	Sell	33,775 -11,188	-25%	-$535K	0.51%	49
2023 Q2	$2.11M	Sell	44,963 -961	-2%	-$43.5K	0.6%	35
2023 Q1	$2.04M	Buy	45,924 +12,149	+36%	+$558K	0.67%	36
2022 Q4	$1.48M	Buy	+33,775	New	+$1.48M	0.5%	49

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

Coppell Advisory Solutions's RDVY Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 99,995 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in RDVY as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in RDVY in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.45M in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Coppell Advisory Solutions held 99,995 shares of First Trust Rising Dividend Achievers ETF worth $1.01K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #539 holding.
Coppell Advisory Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 13 quarters since.
Coppell Advisory Solutions's First Trust Rising Dividend Achievers ETF position peaked at $8.45M in Q4 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.