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

Fisher Asset 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	$265K	Sell	3,268 -134	-4%	-$10.1K	﹤0.01%	953
2026 Q1	$232K	Sell	3,402 -1,118	-25%	-$79.6K	﹤0.01%	950
2025 Q4	$314K	Sell	4,520 -1,997	-31%	-$136K	﹤0.01%	882
2025 Q3	$438K	Buy	+6,517	New	+$423K	﹤0.01%	800
2025 Q2	–	Sell	-6,135	Closed	-$359K	–	1060
2025 Q1	$359K	Buy	+6,135	New	+$373K	﹤0.01%	861
2024 Q4	–	Sell	-4,183	Closed	-$248K	–	1005
2024 Q3	$248K	Buy	+4,183	New	+$238K	﹤0.01%	865
2024 Q1	–	Sell	-5,310	Closed	-$274K	–	1042
2023 Q4	$274K	Buy	+5,310	New	+$251K	﹤0.01%	882

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fisher Asset Management's RDVY Position: Q2 2026 in Review

Fisher Asset Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.9% in Q2 2026, selling an estimated $10.1K and leaving 3,268 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Fisher Asset Management first reported a position in RDVY in Q4 2023 and has held it in 7 quarters since. The position peaked at $438K in Q3 2025. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Fisher Asset Management held 3,268 shares of First Trust Rising Dividend Achievers ETF worth $265K as of Q2 2026.
Fisher Asset Management sold 134 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10.1K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #953 holding.
Fisher Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 7 quarters since.
Fisher Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $438K in Q3 2025.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.