Focus Partners Advisor Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Focus Partners Advisor Solutions’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	$827K	Sell	10,201 -1,127	-10%	-$84.8K	0.01%	635
2026 Q1	$774K	Buy	11,328 +152	+1%	+$10.8K	0.01%	640
2025 Q4	$776K	Buy	11,176 +2,411	+28%	+$164K	0.01%	573
2025 Q3	$593K	Sell	8,765 -3,511	-29%	-$228K	0.01%	678
2025 Q2	$770K	Buy	12,276 +1,134	+10%	+$66.7K	0.01%	524
2025 Q1	$652K	Buy	11,142 +5,344	+92%	+$325K	0.01%	510
2024 Q4	$343K	Sell	5,798 -4,784	-45%	-$292K	0.01%	568
2024 Q3	$627K	Buy	10,582 +1,316	+14%	+$74.8K	0.01%	394
2024 Q2	$507K	Buy	9,266 +1,278	+16%	+$69.9K	0.01%	365
2024 Q1	$449K	Buy	+7,988	New	+$419K	0.01%	385

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

Focus Partners Advisor Solutions's RDVY Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.9% in Q2 2026, selling an estimated $84.8K and leaving 10,201 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #635.

Focus Partners Advisor Solutions first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 818 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Focus Partners Advisor Solutions held 10,201 shares of First Trust Rising Dividend Achievers ETF worth $827K as of Q2 2026.
Focus Partners Advisor Solutions sold 1,127 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $84.8K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #635 holding.
Focus Partners Advisor Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
818 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.