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

First Horizon 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
2025 Q2	$11.4M	Buy	180,924 +9,141	+5%	+$538K	0.3%	105
2025 Q1	$10.1M	Buy	171,783 +8,643	+5%	+$525K	0.28%	109
2024 Q4	$9.65M	Sell	163,140 -20,996	-11%	-$1.28M	0.27%	111
2024 Q3	$10.9M	Sell	184,136 -12,517	-6%	-$712K	0.3%	104
2024 Q2	$10.8M	Buy	196,653 +7,110	+4%	+$389K	0.33%	99
2024 Q1	$10.6M	Sell	189,543 -15,707	-8%	-$824K	0.33%	102
2023 Q4	$10.6M	Sell	205,250 -7,030	-3%	-$332K	0.35%	96
2023 Q3	$9.75M	Sell	212,280 -1,882	-0.9%	-$90K	0.35%	93
2023 Q2	$10.1M	Sell	214,162 -142,868	-40%	-$6.46M	0.35%	90
2023 Q1	$16M	Buy	357,030 +89,708	+34%	+$4.12M	0.57%	52
2022 Q4	$11.7M	Buy	267,322 +128,621	+93%	+$5.62M	0.43%	70
2022 Q3	$5.39M	Buy	138,701 +12,230	+10%	+$526K	0.22%	132
2022 Q2	$5.17M	Buy	+126,471	New	+$5.73M	0.18%	139
2022 Q1	–	Sell	-159,850	Closed	-$8.28M	–	2178
2021 Q4	$8.28M	Buy	159,850 +6,259	+4%	+$316K	0.25%	122
2021 Q3	$7.29M	Buy	153,591 +7,181	+5%	+$348K	0.24%	128
2021 Q2	$7.03M	Buy	146,410 +4,363	+3%	+$209K	0.38%	76
2021 Q1	$6.46M	Sell	142,047 -7,940	-5%	-$339K	0.37%	76
2020 Q4	$5.99M	Buy	149,987 +21,118	+16%	+$768K	0.4%	78
2020 Q3	$4.22M	Buy	128,869 +6,358	+5%	+$206K	0.32%	88
2020 Q2	$3.78M	Buy	122,511 +595	+0.5%	+$17.3K	0.3%	93
2020 Q1	$3.12M	Buy	121,916 +1,256	+1%	+$40.8K	0.29%	100
2019 Q4	$4.33M	Buy	120,660 +7,684	+7%	+$260K	0.32%	95
2019 Q3	$3.6M	Buy	112,976 +3,590	+3%	+$112K	0.28%	103
2019 Q2	$3.4M	Buy	109,386 +3,272	+3%	+$99.9K	0.26%	105
2019 Q1	$3.17M	Buy	106,114 +10,437	+11%	+$306K	0.25%	109
2018 Q4	$2.54M	Sell	95,677 -5,284	-5%	-$153K	0.23%	112
2018 Q3	$3.19M	Sell	100,961 -2,257	-2%	-$70K	0.25%	111
2018 Q2	$3.09M	Buy	+103,218	New	+$3.12M	0.26%	109

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

First Horizon Advisors's RDVY Position: Q2 2025 in Review

First Horizon Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.3% in Q2 2025, buying an estimated $538K and bringing the position to 180,924 shares worth $11.4M. The position accounts for 0.3% of the portfolio, ranked #105.

First Horizon Advisors first reported a position in RDVY in Q2 2018 and has held it in 28 quarters since. The position peaked at $16M in Q1 2023. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

First Horizon Advisors held 180,924 shares of First Trust Rising Dividend Achievers ETF worth $11.4M as of Q2 2025.
First Horizon Advisors bought 9,141 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $538K.
First Trust Rising Dividend Achievers ETF made up 0.3% of First Horizon Advisors's portfolio in Q2 2025, its #105 holding.
First Horizon Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2018 and has held it in 28 quarters since.
First Horizon Advisors's First Trust Rising Dividend Achievers ETF position peaked at $16M in Q1 2023.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.