Gladstone Institutional Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gladstone Institutional Advisory’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	$42.2M	Buy	520,450 +14,845	+3%	+$1.12M	1.33%	12
2026 Q1	$34.5M	Buy	505,605 +41,067	+9%	+$2.92M	1.28%	13
2025 Q4	$32.3M	Buy	464,538 +3,880	+0.8%	+$264K	1.22%	14
2025 Q3	$31M	Buy	460,658 +233,305	+103%	+$15.1M	1.19%	15
2025 Q2	$14.3M	Buy	227,353 +21,958	+11%	+$1.29M	0.59%	36
2025 Q1	$12M	Sell	205,395 -18,618	-8%	-$1.13M	0.56%	36
2024 Q4	$13.2M	Buy	224,013 +17,848	+9%	+$1.09M	0.61%	32
2024 Q3	$12.2M	Buy	206,165 +4,383	+2%	+$249K	0.6%	34
2024 Q2	$11M	Sell	201,782 -3,276	-2%	-$179K	0.58%	29
2024 Q1	$11.5M	Sell	205,058 -7,972	-4%	-$418K	0.63%	30
2023 Q4	$11M	Buy	213,030 +190,390	+841%	+$9M	0.62%	31
2023 Q3	$1.04M	Sell	22,640 -1,106	-5%	-$52.9K	0.07%	261
2023 Q2	$1.12M	Sell	23,746 -132	-0.6%	-$5.97K	0.07%	258
2023 Q1	$1.07M	Sell	23,878 -5,846	-20%	-$269K	0.07%	273
2022 Q4	$1.31M	Sell	29,724 -30,982	-51%	-$1.35M	0.09%	245
2022 Q3	$2.36M	Sell	60,706 -62,825	-51%	-$2.7M	0.18%	140
2022 Q2	$5.05M	Buy	123,531 +30,210	+32%	+$1.37M	0.4%	55
2022 Q1	$4.57M	Sell	93,321 -77,545	-45%	-$3.87M	0.31%	85
2021 Q4	$8.85M	Buy	170,866 +9,741	+6%	+$491K	0.69%	27
2021 Q3	$7.65M	Buy	161,125 +20,070	+14%	+$972K	0.75%	26
2021 Q2	$6.78M	Buy	141,055 +133,491	+1,765%	+$6.39M	0.81%	30
2021 Q1	$344K	Buy	+7,564	New	+$323K	0.05%	299

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

Gladstone Institutional Advisory's RDVY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.9% in Q2 2026, buying an estimated $1.12M and bringing the position to 520,450 shares worth $42.2M. The position accounts for 1.33% of the portfolio, ranked #12.

Gladstone Institutional Advisory first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Gladstone Institutional Advisory held 520,450 shares of First Trust Rising Dividend Achievers ETF worth $42.2M as of Q2 2026.
Gladstone Institutional Advisory bought 14,845 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.12M.
First Trust Rising Dividend Achievers ETF made up 1.33% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #12 holding.
Gladstone Institutional Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.