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

Fidelity Investments’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	$4.98M	Buy	61,431 +4,464	+8%	+$336K	﹤0.01%	2411
2026 Q1	$3.89M	Buy	56,967 +13,641	+31%	+$971K	﹤0.01%	2392
2025 Q4	$3.01M	Buy	43,326 +2,929	+7%	+$199K	﹤0.01%	2457
2025 Q3	$2.72M	Buy	40,397 +2,820	+8%	+$183K	﹤0.01%	2437
2025 Q2	$2.36M	Buy	37,577 +490	+1%	+$28.8K	﹤0.01%	2436
2025 Q1	$2.17M	Buy	37,087 +10,998	+42%	+$669K	﹤0.01%	2418
2024 Q4	$1.54M	Buy	26,089 +2,750	+12%	+$168K	﹤0.01%	2524
2024 Q3	$1.38M	Buy	23,339 +2,822	+14%	+$160K	﹤0.01%	2511
2024 Q2	$1.12M	Buy	20,517 +9,511	+86%	+$520K	﹤0.01%	2486
2024 Q1	$618K	Buy	11,006 +2,146	+24%	+$113K	﹤0.01%	2656
2023 Q4	$458K	Buy	8,860 +3,118	+54%	+$147K	﹤0.01%	2707
2023 Q3	$264K	Sell	5,742 -1,023	-15%	-$48.9K	﹤0.01%	2798
2023 Q2	$319K	Buy	6,765 +1,855	+38%	+$83.9K	﹤0.01%	2803
2023 Q1	$220K	Buy	4,910 +880	+22%	+$40.4K	﹤0.01%	2940
2022 Q4	$177K	Sell	4,030 -1,210	-23%	-$52.9K	﹤0.01%	3042
2022 Q3	$204K	Sell	5,240 -947	-15%	-$40.7K	﹤0.01%	3046
2022 Q2	$253K	Buy	6,187 +952	+18%	+$43.2K	﹤0.01%	3068
2022 Q1	$256K	Buy	5,235 +1,346	+35%	+$67.2K	﹤0.01%	3197
2021 Q4	$201K	Sell	3,889 -18	-0.5%	-$908	﹤0.01%	2957
2021 Q3	$185K	Buy	3,907 +1,723	+79%	+$83.5K	﹤0.01%	2965
2021 Q2	$105K	Sell	2,184 -637	-23%	-$30.5K	﹤0.01%	3022
2021 Q1	$128K	Buy	2,821 +1,200	+74%	+$51.2K	﹤0.01%	2888
2020 Q4	$65K	Buy	1,621 +2	+0.1%	+$73	﹤0.01%	2960
2020 Q3	$53K	Buy	1,619 +1,618	+161,800%	+$52.5K	﹤0.01%	2875
2020 Q2	$0	Sell	1 -42	-98%	-$1.22K	﹤0.01%	4071
2020 Q1	$1K	Sell	43 -65	-60%	-$2.11K	﹤0.01%	3522
2019 Q4	$4K	Buy	108 +49	+83%	+$1.66K	﹤0.01%	3468
2019 Q3	$2K	Sell	59 -8	-12%	-$250	﹤0.01%	3568
2019 Q2	$2K	Buy	+67	New	+$2.04K	﹤0.01%	3543
2019 Q1	–	Sell	-2	Closed	–	–	4106
2018 Q4	$0	Buy	+2	New	+$58	﹤0.01%	4034

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

Fidelity Investments's RDVY Position: Q2 2026 in Review

Fidelity Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.8% in Q2 2026, buying an estimated $336K and bringing the position to 61,431 shares worth $4.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Fidelity Investments first reported a position in RDVY in Q4 2018 and has held it in 30 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Fidelity Investments held 61,431 shares of First Trust Rising Dividend Achievers ETF worth $4.98M as of Q2 2026.
Fidelity Investments bought 4,464 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $336K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2411 holding.
Fidelity Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 30 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.