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

Envestnet 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	$446M	Buy	5,503,234 +86,684	+2%	+$6.52M	0.11%	165
2026 Q1	$370M	Buy	5,416,550 +269,419	+5%	+$19.2M	0.1%	181
2025 Q4	$358M	Buy	5,147,131 +241,114	+5%	+$16.4M	0.11%	174
2025 Q3	$330M	Buy	4,906,017 +577,318	+13%	+$37.5M	0.09%	199
2025 Q2	$272M	Buy	4,328,699 +907,673	+27%	+$53.4M	0.08%	231
2025 Q1	$200M	Buy	3,421,026 +334,330	+11%	+$20.3M	0.06%	287
2024 Q4	$183M	Sell	3,086,696 -178,574	-5%	-$10.9M	0.06%	309
2024 Q3	$193M	Buy	3,265,270 +55,825	+2%	+$3.17M	0.06%	289
2024 Q2	$176M	Buy	3,209,445 +159,003	+5%	+$8.69M	0.06%	287
2024 Q1	$171M	Buy	3,050,442 +130,498	+4%	+$6.85M	0.06%	286
2023 Q4	$151M	Buy	2,919,944 +78,257	+3%	+$3.7M	0.06%	296
2023 Q3	$131M	Buy	2,841,687 +165,370	+6%	+$7.91M	0.06%	304
2023 Q2	$126M	Buy	2,676,317 +1,342	+0.1%	+$60.7K	0.06%	290
2023 Q1	$120M	Sell	2,674,975 -89,027	-3%	-$4.09M	0.06%	287
2022 Q4	$121M	Sell	2,764,002 -115,150	-4%	-$5.03M	0.06%	270
2022 Q3	$112M	Buy	2,879,152 +134,071	+5%	+$5.76M	0.06%	260
2022 Q2	$112M	Buy	2,745,081 +65,933	+2%	+$2.99M	0.06%	259
2022 Q1	$131M	Buy	2,679,148 +437,529	+20%	+$21.8M	0.07%	252
2021 Q4	$116M	Buy	2,241,619 +378,410	+20%	+$19.1M	0.06%	287
2021 Q3	$88.4M	Buy	1,863,209 +414,928	+29%	+$20.1M	0.05%	319
2021 Q2	$69.6M	Buy	1,448,281 +230,978	+19%	+$11.1M	0.04%	362
2021 Q1	$55.4M	Buy	1,217,303 +459,764	+61%	+$19.6M	0.04%	386
2020 Q4	$30.3M	Buy	757,539 +175,589	+30%	+$6.39M	0.02%	491
2020 Q3	$19M	Buy	581,950 +41,411	+8%	+$1.34M	0.02%	569
2020 Q2	$16.7M	Buy	540,539 +92,737	+21%	+$2.7M	0.02%	588
2020 Q1	$11.5M	Buy	447,802 +250,678	+127%	+$8.14M	0.01%	631
2019 Q4	$7.07M	Buy	197,124 +8,677	+5%	+$294K	0.01%	949
2019 Q3	$6M	Buy	188,447 +4,545	+2%	+$142K	0.01%	979
2019 Q2	$5.71M	Buy	183,902 +7,992	+5%	+$244K	0.01%	982
2019 Q1	$5.25M	Buy	175,910 +35,451	+25%	+$1.04M	0.01%	971
2018 Q4	$3.72M	Buy	+140,459	New	+$4.07M	0.01%	1030

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Envestnet Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $6.52M and bringing the position to 5,503,234 shares worth $446M. The position accounts for 0.11% of the portfolio, ranked #165.

Envestnet Asset Management first reported a position in RDVY in Q4 2018 and has held it in 31 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Envestnet Asset Management held 5,503,234 shares of First Trust Rising Dividend Achievers ETF worth $446M as of Q2 2026.
Envestnet Asset Management bought 86,684 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.52M.
First Trust Rising Dividend Achievers ETF made up 0.11% of Envestnet Asset Management's portfolio in Q2 2026, its #165 holding.
Envestnet Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 31 quarters since.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.