Farther Finance Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Farther Finance 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	$13.6M	Buy	168,167 +2,103	+1%	+$158K	0.11%	167
2026 Q1	$11.4M	Buy	166,064 +8,040	+5%	+$572K	0.11%	169
2025 Q4	$11M	Buy	158,024 +66,541	+73%	+$4.52M	0.12%	155
2025 Q3	$6.15M	Buy	91,483 +35,038	+62%	+$2.27M	0.09%	184
2025 Q2	$3.54M	Sell	56,445 -102	-0.2%	-$6K	0.07%	239
2025 Q1	$3.32M	Buy	56,547 +42,029	+289%	+$2.55M	0.08%	215
2024 Q4	$859K	Sell	14,518 -2,083	-13%	-$127K	0.03%	412
2024 Q3	$983K	Sell	16,601 -934	-5%	-$53.1K	0.04%	354
2024 Q2	$958K	Sell	17,535 -318	-2%	-$17.4K	0.05%	312
2024 Q1	$997K	Buy	17,853 +5,183	+41%	+$272K	0.06%	252
2023 Q4	$655K	Sell	12,670 -6,572	-34%	-$311K	0.05%	300
2023 Q3	$884K	Sell	19,242 -2,287	-11%	-$109K	0.14%	131
2023 Q2	$1.01M	Sell	21,529 -889	-4%	-$40.2K	0.22%	85
2023 Q1	$1.01M	Sell	22,418 -4,911	-18%	-$226K	0.29%	66
2022 Q4	$1.2M	Buy	+27,329	New	+$1.19M	0.47%	37

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

Farther Finance Advisors's RDVY Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.3% in Q2 2026, buying an estimated $158K and bringing the position to 168,167 shares worth $13.6M. The position accounts for 0.11% of the portfolio, ranked #167.

Farther Finance Advisors first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Farther Finance Advisors held 168,167 shares of First Trust Rising Dividend Achievers ETF worth $13.6M as of Q2 2026.
Farther Finance Advisors bought 2,103 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $158K.
First Trust Rising Dividend Achievers ETF made up 0.11% of Farther Finance Advisors's portfolio in Q2 2026, its #167 holding.
Farther Finance Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.