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

EverSource 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	$6.23M	Buy	76,916 +8,946	+13%	+$673K	0.21%	100
2026 Q1	$4.64M	Buy	67,970 +1,783	+3%	+$127K	0.14%	125
2025 Q4	$4.6M	Buy	66,187 +54,591	+471%	+$3.71M	0.17%	108
2025 Q3	$780K	Buy	11,596 +992	+9%	+$64.4K	0.03%	371
2025 Q2	$665K	Buy	10,604 +5,856	+123%	+$344K	0.03%	373
2025 Q1	$278K	Buy	4,748 +2,250	+90%	+$137K	0.02%	547
2024 Q4	$148K	Hold	2,498	–	–	0.01%	775
2024 Q3	$148K	Sell	2,498 -647	-21%	-$36.8K	0.01%	661
2024 Q2	$184K	Buy	3,145 +647	+26%	+$35.4K	0.01%	588
2024 Q1	$133K	Hold	2,498	–	–	0.01%	614
2023 Q4	$129K	Hold	2,498	–	–	0.01%	556
2023 Q3	$115K	Hold	2,498	–	–	0.01%	527
2023 Q2	$118K	Buy	+2,498	New	+$113K	0.01%	527

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

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

EverSource Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q2 2026, buying an estimated $673K and bringing the position to 76,916 shares worth $6.23M. The position accounts for 0.21% of the portfolio, ranked #100.

EverSource Wealth Advisors first reported a position in RDVY in Q2 2023 and has held it in 13 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

EverSource Wealth Advisors held 76,916 shares of First Trust Rising Dividend Achievers ETF worth $6.23M as of Q2 2026.
EverSource Wealth Advisors bought 8,946 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $673K.
First Trust Rising Dividend Achievers ETF made up 0.21% of EverSource Wealth Advisors's portfolio in Q2 2026, its #100 holding.
EverSource Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.