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

Foundations Investment 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
2026
Q2 		$34.3M Buy
423,202
+23,887
+6% +$1.8M 0.35% 66
2026
Q1 		$27.3M Buy
399,315
+44,081
+12% +$3.14M 0.34% 72
2025
Q4 		$24.7M Buy
355,234
+36,133
+11% +$2.46M 0.32% 72
2025
Q3 		$21.5M Buy
319,101
+41,511
+15% +$2.69M 0.31% 71
2025
Q2 		$17.4M Buy
277,590
+35,749
+15% +$2.1M 0.28% 92
2025
Q1 		$14.2M Sell
241,841
-56,163
-19% -$3.41M 0.26% 100
2024
Q4 		$17.6M Buy
298,004
+18,743
+7% +$1.14M 0.34% 68
2024
Q3 		$16.5M Buy
279,261
+49,950
+22% +$2.84M 0.35% 69
2024
Q2 		$12.6M Buy
229,311
+12,311
+6% +$673K 0.3% 73
2024
Q1 		$12.2M Buy
217,000
+27,802
+15% +$1.46M 0.32% 66
2023
Q4 		$9.7M Buy
189,198
+4,764
+3% +$225K 0.26% 75
2023
Q3 		$8.47M Buy
184,434
+72,091
+64% +$3.45M 0.26% 74
2023
Q2 		$5.29M Buy
112,343
+6,829
+6% +$309K 0.18% 88
2023
Q1 		$4.73M Buy
105,514
+99,592
+1,682% +$4.57M 0.17% 88
2022
Q4 		$260K Sell
5,922
-62,033
-91% -$2.71M 0.01% 367
2022
Q3 		$2.64M Sell
67,955
-475
-0.7% -$20.4K 0.12% 80
2022
Q2 		$2.8M Buy
+68,430
New +$3.1M 0.12% 80

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's RDVY Position: Q2 2026 in Review

Foundations Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6% in Q2 2026, buying an estimated $1.8M and bringing the position to 423,202 shares worth $34.3M. The position accounts for 0.35% of the portfolio, ranked #66.

Foundations Investment Advisors first reported a position in RDVY in Q2 2022 and has held it in 17 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Foundations Investment Advisors held 423,202 shares of First Trust Rising Dividend Achievers ETF worth $34.3M as of Q2 2026.
  • Foundations Investment Advisors bought 23,887 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.8M.
  • First Trust Rising Dividend Achievers ETF made up 0.35% of Foundations Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Foundations Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
  • 806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.