Envestnet Portfolio Solutions
RDVY icon

Envestnet Portfolio Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Envestnet Portfolio Solutions’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 		$4.31M Sell
53,138
-101
-0.2% -$7.6K 0.02% 352
2026
Q1 		$3.64M Sell
53,239
-178,777
-77% -$12.7M 0.02% 340
2025
Q4 		$16.1M Buy
232,016
+6,292
+3% +$428K 0.06% 173
2025
Q3 		$15.2M Sell
225,724
-21,228
-9% -$1.38M 0.06% 175
2025
Q2 		$15.5M Sell
246,952
-8,671
-3% -$510K 0.06% 164
2025
Q1 		$15M Buy
255,623
+17,926
+8% +$1.09M 0.06% 165
2024
Q4 		$14.1M Buy
237,697
+19,525
+9% +$1.19M 0.05% 195
2024
Q3 		$12.9M Sell
218,172
-9,364
-4% -$533K 0.04% 211
2024
Q2 		$12.5M Buy
227,536
+9,123
+4% +$499K 0.04% 199
2024
Q1 		$12.3M Buy
218,413
+26,967
+14% +$1.41M 0.05% 198
2023
Q4 		$9.89M Buy
191,446
+70,893
+59% +$3.35M 0.04% 212
2023
Q3 		$5.54M Buy
+120,553
New +$5.76M 0.03% 284

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's RDVY Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.19% in Q2 2026, selling an estimated $7.6K and leaving 53,138 shares worth $4.31M. The position accounts for 0.02% of the portfolio, ranked #352.

Envestnet Portfolio Solutions first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.1M in Q4 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Envestnet Portfolio Solutions held 53,138 shares of First Trust Rising Dividend Achievers ETF worth $4.31M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 101 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.6K.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #352 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's First Trust Rising Dividend Achievers ETF position peaked at $16.1M in Q4 2025.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.