GFA
RDVY icon

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

Gallagher Fiduciary 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 		$9.36M Sell
115,506
-1,963
-2% -$148K 0.31% 29
2026
Q1 		$8.02M Sell
117,469
-1,398
-1% -$99.5K 0.31% 19
2025
Q4 		$8.26M Sell
118,867
-411
-0.3% -$27.9K 0.27% 30
2025
Q3 		$8.02M Buy
119,278
+223
+0.2% +$14.5K 0.29% 27
2025
Q2 		$7.47M Buy
119,055
+78,264
+192% +$4.6M 0.29% 22
2025
Q1 		$2.39M Buy
40,791
+154
+0.4% +$9.36K 0.08% 55
2024
Q4 		$2.4M Buy
40,637
+743
+2% +$45.3K 0.47% 33
2024
Q3 		$2.36M Buy
39,894
+60
+0.2% +$3.41K 0.48% 32
2024
Q2 		$2.18M Buy
39,834
+2,947
+8% +$161K 0.49% 28
2024
Q1 		$2.07M Buy
36,887
+3,106
+9% +$163K 0.07% 37
2023
Q4 		$1.75M Buy
33,781
+27,197
+413% +$1.29M 0.06% 37
2023
Q3 		$303K Hold
6,584
– – 0.03% 133
2023
Q2 		$310K Hold
6,584
– – 0.02% 156
2023
Q1 		$295K Buy
+6,584
New +$302K 0.02% 152

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

Gallagher Fiduciary Advisors's RDVY Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.7% in Q2 2026, selling an estimated $148K and leaving 115,506 shares worth $9.36M. The position accounts for 0.31% of the portfolio, ranked #29.

Gallagher Fiduciary Advisors first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Gallagher Fiduciary Advisors held 115,506 shares of First Trust Rising Dividend Achievers ETF worth $9.36M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 1,963 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $148K.
  • First Trust Rising Dividend Achievers ETF made up 0.31% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #29 holding.
  • Gallagher Fiduciary Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • 809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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