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

Equitable Trust’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	$496K	Hold	6,120	–	–	0.02%	322
2026 Q1	$418K	Hold	6,120	–	–	0.02%	356
2025 Q4	$425K	Hold	6,120	–	–	0.02%	338
2025 Q3	$412K	Hold	6,120	–	–	0.02%	351
2025 Q2	$384K	Hold	6,120	–	–	0.02%	347
2025 Q1	$358K	Hold	6,120	–	–	0.02%	369
2024 Q4	$362K	Hold	6,120	–	–	0.02%	385
2024 Q3	$362K	Hold	6,120	–	–	0.02%	366
2024 Q2	$335K	Buy	6,120 +1,120	+22%	+$61.2K	0.02%	363
2024 Q1	$281K	Hold	5,000	–	–	0.02%	384
2023 Q4	$258K	Hold	5,000	–	–	0.02%	373
2023 Q3	$230K	Buy	+5,000	New	+$239K	0.02%	378

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 Trust's RDVY Position: Q2 2026 in Review

Equitable Trust held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 6,120 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #322.

Equitable Trust first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Equitable Trust held 6,120 shares of First Trust Rising Dividend Achievers ETF worth $496K as of Q2 2026.
Equitable Trust left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #322 holding.
Equitable Trust first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.