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

Family Management’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	$2.54M	Buy	31,385 +1,543	+5%	+$116K	0.26%	79
2026 Q1	$2.04M	Buy	29,842 +34	+0.1%	+$2.42K	0.24%	86
2025 Q4	$2.07M	Buy	29,808 +428	+1%	+$29.1K	0.26%	79
2025 Q3	$1.98M	Buy	29,380 +1,543	+6%	+$100K	0.27%	78
2025 Q2	$1.75M	Sell	27,837 -9,496	-25%	-$558K	0.26%	78
2025 Q1	$2.19M	Sell	37,333 -18,662	-33%	-$1.13M	0.36%	70
2024 Q4	$3.31M	Buy	55,995 +1,316	+2%	+$80.3K	0.53%	44
2024 Q3	$3.24M	Buy	+54,679	New	+$3.11M	0.53%	48

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

Family Management's RDVY Position: Q2 2026 in Review

Family Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.2% in Q2 2026, buying an estimated $116K and bringing the position to 31,385 shares worth $2.54M. The position accounts for 0.26% of the portfolio, ranked #79.

Family Management first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.31M in Q4 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Family Management held 31,385 shares of First Trust Rising Dividend Achievers ETF worth $2.54M as of Q2 2026.
Family Management bought 1,543 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $116K.
First Trust Rising Dividend Achievers ETF made up 0.26% of Family Management's portfolio in Q2 2026, its #79 holding.
Family Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Family Management's First Trust Rising Dividend Achievers ETF position peaked at $3.31M in Q4 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.