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

CoreCap 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 		$809K Buy
9,984
+7,849
+368% +$590K 0.02% 426
2026
Q1 		$146K Sell
2,135
-161
-7% -$11.5K 0.01% 898
2025
Q4 		$160K Sell
2,296
-1,679
-42% -$114K 0.01% 865
2025
Q3 		$267K Buy
3,975
+883
+29% +$57.3K 0.01% 708
2025
Q2 		$194K Sell
3,092
-35
-1% -$2.06K 0.01% 751
2025
Q1 		$183K Sell
3,127
-295
-9% -$17.9K 0.01% 702
2024
Q4 		$202K Sell
3,422
-18,349
-84% -$1.12M 0.01% 702
2024
Q3 		$1.29M Sell
21,771
-4,331
-17% -$246K 0.06% 281
2024
Q2 		$1.43M Buy
26,102
+278
+1% +$15.2K 0.15% 129
2024
Q1 		$1.45M Buy
25,824
+5,563
+27% +$292K 0.08% 236
2023
Q4 		$1.05M Sell
20,261
-192
-0.9% -$9.07K 0.07% 251
2023
Q3 		$940K Sell
20,453
-319
-2% -$15.3K 0.07% 241
2023
Q2 		$978K Buy
+20,772
New +$940K 0.07% 250
2022
Q4 		$1.09M Sell
24,736
-2,497
-9% -$109K 0.08% 234
2022
Q3 		$1.06M Buy
27,233
+1,268
+5% +$54.5K 0.09% 206
2022
Q2 		$1.06M Sell
25,965
-327
-1% -$14.8K 0.08% 197
2022
Q1 		$1.29M Buy
26,292
+3,392
+15% +$169K 0.09% 176
2021
Q4 		$1.19M Buy
+22,900
New +$1.16M 0.08% 205

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

CoreCap Advisors's RDVY Position: Q2 2026 in Review

CoreCap Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 368% in Q2 2026, buying an estimated $590K and bringing the position to 9,984 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #426.

CoreCap Advisors first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • CoreCap Advisors held 9,984 shares of First Trust Rising Dividend Achievers ETF worth $809K as of Q2 2026.
  • CoreCap Advisors bought 7,849 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $590K.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #426 holding.
  • CoreCap Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.45M in Q1 2024.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.