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

EP Wealth 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	$272K	Buy	3,360 +129	+4%	+$9.7K	﹤0.01%	1347
2026 Q1	$221K	Sell	3,231 -1,324	-29%	-$94.3K	﹤0.01%	1355
2025 Q4	$316K	Buy	+4,555	New	+$310K	﹤0.01%	1109
2025 Q2	$102K	Buy	+1,633	New	+$96K	﹤0.01%	1384
2025 Q1	–	Sell	-2,634	Closed	-$156K	–	1359
2024 Q4	$156K	Buy	+2,634	New	+$161K	﹤0.01%	1141

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

EP Wealth Advisors's RDVY Position: Q2 2026 in Review

EP Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4% in Q2 2026, buying an estimated $9.7K and bringing the position to 3,360 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

EP Wealth Advisors first reported a position in RDVY in Q4 2024 and has held it in 5 quarters since. The position peaked at $316K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

EP Wealth Advisors held 3,360 shares of First Trust Rising Dividend Achievers ETF worth $272K as of Q2 2026.
EP Wealth Advisors bought 129 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.7K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1347 holding.
EP Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 5 quarters since.
EP Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $316K in Q4 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.