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

Crewe 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	$48.5K	Sell	598 -156	-21%	-$11.7K	﹤0.01%	445
2026 Q1	$51.5K	Sell	754 -2,267	-75%	-$161K	﹤0.01%	378
2025 Q4	$210K	Buy	3,021 +1	+0%	+$68	0.02%	204
2025 Q3	$203K	Buy	3,020 +1	+0%	+$65	0.02%	204
2025 Q2	$189K	Buy	3,019 +2,271	+304%	+$134K	0.03%	156
2025 Q1	$43.8K	Buy	748 +2	+0.3%	+$122	0.01%	278
2024 Q4	$44.1K	Sell	746 -889	-54%	-$54.2K	0.01%	290
2024 Q3	$96.8K	Buy	1,635 +182	+13%	+$10.3K	0.01%	235
2024 Q2	$79.5K	Buy	1,453 +698	+92%	+$38.2K	0.01%	302
2024 Q1	$42.4K	Sell	755 -140	-16%	-$7.34K	﹤0.01%	382
2023 Q4	$46.3K	Sell	895 -120	-12%	-$5.67K	0.01%	131
2023 Q3	$46.6K	Buy	+1,015	New	+$48.5K	0.01%	146
2023 Q1	–	Sell	-2,000	Closed	-$87.8K	–	995
2022 Q4	$87.8K	Hold	2,000	–	–	0.01%	233
2022 Q3	$78K	Hold	2,000	–	–	0.01%	255
2022 Q2	$82K	Hold	2,000	–	–	0.02%	235
2022 Q1	$98K	Hold	2,000	–	–	0.02%	177
2021 Q4	$104K	Hold	2,000	–	–	0.02%	135
2021 Q3	$95K	Hold	2,000	–	–	0.02%	112
2021 Q2	$96K	Hold	2,000	–	–	0.02%	112
2021 Q1	$91K	Buy	+2,000	New	+$85.3K	0.02%	111

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

Crewe Advisors's RDVY Position: Q2 2026 in Review

Crewe Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 21% in Q2 2026, selling an estimated $11.7K and leaving 598 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Crewe Advisors first reported a position in RDVY in Q1 2021 and has held it in 20 quarters since. The position peaked at $210K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Crewe Advisors held 598 shares of First Trust Rising Dividend Achievers ETF worth $48.5K as of Q2 2026.
Crewe Advisors sold 156 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $11.7K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #445 holding.
Crewe Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 20 quarters since.
Crewe Advisors's First Trust Rising Dividend Achievers ETF position peaked at $210K in Q4 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.