Gables Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gables Capital 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	$24.3K	Hold	300	–	–	0.01%	324
2026 Q1	$20.5K	Hold	300	–	–	0.01%	299
2025 Q4	$20.8K	Hold	300	–	–	0.01%	295
2025 Q3	$20.2K	Hold	300	–	–	0.01%	297
2025 Q2	$18.8K	Hold	300	–	–	0.01%	297
2025 Q1	$17.6K	Hold	300	–	–	0.01%	309
2024 Q4	$17.7K	Hold	300	–	–	0.01%	306
2024 Q3	$17.8K	Hold	300	–	–	0.01%	313
2024 Q2	$16.4K	Hold	300	–	–	0.01%	289
2024 Q1	$16.9K	Hold	300	–	–	0.01%	283
2023 Q4	$15.5K	Hold	300	–	–	0.01%	276
2023 Q3	$13.8K	Buy	+300	New	+$14.3K	0.01%	267

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

Gables Capital Management's RDVY Position: Q2 2026 in Review

Gables Capital Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 300 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #324.

Gables Capital Management first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Gables Capital Management held 300 shares of First Trust Rising Dividend Achievers ETF worth $24.3K as of Q2 2026.
Gables Capital Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Gables Capital Management's portfolio in Q2 2026, its #324 holding.
Gables Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.