Equitable Holdings’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Equitable Holdings’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	$102M	Buy	1,259,445 +10,067	+0.8%	+$757K	0.61%	35
2026 Q1	$86.8M	Sell	1,249,378 -109,512	-8%	-$7.8M	0.56%	40
2025 Q4	$94.4M	Buy	1,358,890 +98,560	+8%	+$6.7M	0.65%	31
2025 Q3	$84.8M	Buy	1,260,330 +242,060	+24%	+$15.7M	0.62%	30
2025 Q2	$63.9M	Buy	1,018,270 +53,566	+6%	+$3.15M	0.53%	37
2025 Q1	$56.5M	Buy	964,704 +37,866	+4%	+$2.3M	0.54%	39
2024 Q4	$54.8M	Sell	926,838 -11,728	-1%	-$716K	0.52%	41
2024 Q3	$55.6M	Sell	938,566 -4,792	-0.5%	-$273K	0.54%	42
2024 Q2	$51.6M	Buy	943,358 +13,962	+2%	+$763K	0.54%	40
2024 Q1	$52.2M	Buy	929,396 +58,383	+7%	+$3.06M	0.59%	40
2023 Q4	$45M	Sell	871,013 -68,575	-7%	-$3.24M	0.56%	43
2023 Q3	$43.2M	Buy	939,588 +130,419	+16%	+$6.23M	0.62%	36
2023 Q2	$38.1M	Buy	809,169 +121,969	+18%	+$5.52M	0.55%	44
2023 Q1	$30.8M	Sell	687,200 -19,964	-3%	-$917K	0.49%	46
2022 Q4	$31.1M	Sell	707,164 -28,761	-4%	-$1.26M	0.54%	47
2022 Q3	$28.6M	Buy	735,925 +44,854	+6%	+$1.93M	0.56%	41
2022 Q2	$28.3M	Buy	691,071 +61,154	+10%	+$2.77M	0.54%	42
2022 Q1	$30.9M	Buy	629,917 +326,178	+107%	+$16.3M	0.51%	41
2021 Q4	$15.7M	Buy	303,739 +154,537	+104%	+$7.79M	0.25%	74
2021 Q3	$7.08M	Buy	149,202 +23,603	+19%	+$1.14M	0.12%	119
2021 Q2	$6.03M	Buy	125,599 +26,454	+27%	+$1.27M	0.1%	131
2021 Q1	$4.51M	Buy	99,145 +12,647	+15%	+$539K	0.1%	149
2020 Q4	$3.46M	Sell	86,498 -20,401	-19%	-$742K	0.08%	155
2020 Q3	$3.5M	Buy	106,899 +624	+0.6%	+$20.3K	0.09%	138
2020 Q2	$3.28M	Buy	106,275 +7,635	+8%	+$222K	0.09%	134
2020 Q1	$2.53M	Sell	98,640 -14,019	-12%	-$455K	0.09%	139
2019 Q4	$4.04M	Buy	+112,659	New	+$3.82M	0.12%	113

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

Equitable Holdings's RDVY Position: Q2 2026 in Review

Equitable Holdings increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.81% in Q2 2026, buying an estimated $757K and bringing the position to 1,259,445 shares worth $102M. The position accounts for 0.61% of the portfolio, ranked #35.

Equitable Holdings first reported a position in RDVY in Q4 2019 and has held it in 27 quarters since. 816 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Equitable Holdings held 1,259,445 shares of First Trust Rising Dividend Achievers ETF worth $102M as of Q2 2026.
Equitable Holdings bought 10,067 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $757K.
First Trust Rising Dividend Achievers ETF made up 0.61% of Equitable Holdings's portfolio in Q2 2026, its #35 holding.
Equitable Holdings first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 27 quarters since.
816 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.