Corient Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Corient Private Wealth’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	$75M	Sell	925,847 -108,162	-10%	-$8.13M	0.1%	180
2026 Q1	$70.6M	Sell	1,034,009 -142,954	-12%	-$10.2M	0.1%	184
2025 Q4	$81.8M	Sell	1,176,963 -39,779	-3%	-$2.7M	0.11%	176
2025 Q3	$584K	Buy	1,216,742 +1,212,532	+28,801%	+$78.7M	﹤0.01%	1709
2025 Q2	$264K	Buy	+4,210	New	+$248K	﹤0.01%	2069
2024 Q1	–	Sell	-4,673	Closed	-$241K	–	2349
2023 Q4	$241K	Buy	+4,673	New	+$221K	﹤0.01%	1976

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

Corient Private Wealth's RDVY Position: Q2 2026 in Review

Corient Private Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 10% in Q2 2026, selling an estimated $8.13M and leaving 925,847 shares worth $75M. The position accounts for 0.1% of the portfolio, ranked #180.

Corient Private Wealth first reported a position in RDVY in Q4 2023 and has held it in 6 quarters since. The position peaked at $81.8M in Q4 2025. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Corient Private Wealth held 925,847 shares of First Trust Rising Dividend Achievers ETF worth $75M as of Q2 2026.
Corient Private Wealth sold 108,162 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.13M.
First Trust Rising Dividend Achievers ETF made up 0.1% of Corient Private Wealth's portfolio in Q2 2026, its #180 holding.
Corient Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 6 quarters since.
Corient Private Wealth's First Trust Rising Dividend Achievers ETF position peaked at $81.8M in Q4 2025.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.