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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments's RDVY Position: Q1 2026 in Review

Fidelity Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 31% in Q1 2026, buying an estimated $971K and bringing the position to 56,967 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Fidelity Investments first reported a position in RDVY in Q4 2018 and has held it in 29 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Fidelity Investments held 56,967 shares of First Trust Rising Dividend Achievers ETF worth $3.89M as of Q1 2026.
Fidelity Investments bought 13,641 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $971K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2392 holding.
Fidelity Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 29 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.