Cresset Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cresset Asset Management’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	$1.17M	Buy	14,456 +17	+0.1%	+$1.28K	﹤0.01%	851
2026 Q1	$986K	Buy	14,439 +811	+6%	+$57.7K	﹤0.01%	781
2025 Q4	$947K	Buy	13,628 +19	+0.1%	+$1.29K	﹤0.01%	810
2025 Q3	$915K	Buy	13,609 +2,411	+22%	+$156K	﹤0.01%	776
2025 Q2	$703K	Sell	11,198 -11,806	-51%	-$694K	﹤0.01%	798
2025 Q1	$1.35M	Buy	23,004 +1,234	+6%	+$75K	0.01%	663
2024 Q4	$1.29M	Buy	21,770 +2,967	+16%	+$181K	0.01%	697
2024 Q3	$1.11M	Buy	18,803 +896	+5%	+$51K	﹤0.01%	1111
2024 Q2	$980K	Buy	17,907 +1,306	+8%	+$71.4K	﹤0.01%	1078
2024 Q1	$933K	Buy	16,601 +1,993	+14%	+$105K	﹤0.01%	1013
2023 Q4	$755K	Buy	14,608 +52	+0.4%	+$2.46K	﹤0.01%	1018
2023 Q3	$669K	Sell	14,556 -442	-3%	-$21.1K	﹤0.01%	1032
2023 Q2	$706K	Buy	+14,998	New	+$678K	﹤0.01%	1098

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

Cresset Asset Management's RDVY Position: Q2 2026 in Review

Cresset Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.12% in Q2 2026, buying an estimated $1.28K and bringing the position to 14,456 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Cresset Asset Management first reported a position in RDVY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q1 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cresset Asset Management held 14,456 shares of First Trust Rising Dividend Achievers ETF worth $1.17M as of Q2 2026.
Cresset Asset Management bought 17 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.28K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #851 holding.
Cresset Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
Cresset Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $1.35M in Q1 2025.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.