CX Institutional’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

CX Institutional’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	$93K	Buy	1,152 +2	+0.2%	+$150	﹤0.01%	876
2026 Q1	$79K	Buy	1,150 +2	+0.2%	+$142	﹤0.01%	893
2025 Q4	$80K	Buy	1,148 +331	+41%	+$22.5K	﹤0.01%	892
2025 Q3	$55K	Buy	817 +520	+175%	+$33.7K	﹤0.01%	923
2025 Q2	$19K	Buy	+297	New	+$17.5K	﹤0.01%	968

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

CX Institutional's RDVY Position: Q2 2026 in Review

CX Institutional increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.17% in Q2 2026, buying an estimated $150 and bringing the position to 1,152 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

CX Institutional first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

CX Institutional held 1,152 shares of First Trust Rising Dividend Achievers ETF worth $93K as of Q2 2026.
CX Institutional bought 2 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $150.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #876 holding.
CX Institutional first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.