GRP
RDVY icon

Global Retirement Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Global Retirement Partners’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 		$12.4M Buy
+152,469
New +$11.5M 0.19% 101
2025
Q4 		$12.6M Buy
181,475
+799
+0.4% +$54.3K 0.22% 86
2025
Q3 		$12.2M Sell
180,676
-4,680
-3% -$304K 0.27% 78
2025
Q2 		$11.6M Buy
+185,356
New +$10.9M 0.29% 75
2024
Q4 		$10.3M Buy
174,595
+55,406
+46% +$3.38M 0.3% 70
2024
Q3 		$7.06M Buy
119,189
+21,295
+22% +$1.21M 0.21% 95
2024
Q2 		$5.36M Buy
97,894
+4,391
+5% +$240K 0.17% 124
2024
Q1 		$5.25M Buy
93,503
+3,763
+4% +$197K 0.2% 115
2023
Q4 		$4.52M Buy
89,740
+1,905
+2% +$90K 0.19% 116
2023
Q3 		$3.94M Buy
87,835
+3,907
+5% +$187K 0.2% 109
2023
Q2 		$3.95M Buy
83,928
+1,730
+2% +$78.3K 0.19% 116
2023
Q1 		$3.59M Sell
82,198
-17,648
-18% -$811K 0.19% 118
2022
Q4 		$4.39M Buy
99,846
+14,354
+17% +$628K 0.3% 73
2022
Q3 		$3.74M Sell
85,492
-13,888
-14% -$597K 0.28% 81
2022
Q2 		$4.07M Buy
99,380
+5,059
+5% +$229K 0.33% 73
2022
Q1 		$4.19M Buy
+94,321
New +$4.71M 0.33% 68
2021
Q4 		– Sell
-16,703
Closed -$793K – 1429
2021
Q3 		$793K Buy
16,703
+540
+3% +$26.2K 0.08% 217
2021
Q2 		$776K Buy
16,163
+1,917
+13% +$91.8K 0.08% 224
2021
Q1 		$648K Buy
14,246
+3,539
+33% +$151K 0.08% 221
2020
Q4 		$428K Buy
10,707
+9,414
+728% +$343K 0.05% 259
2020
Q3 		$42K Buy
1,293
+77
+6% +$2.5K 0.01% 689
2020
Q2 		$38K Buy
1,216
+779
+178% +$22.7K 0.01% 718
2020
Q1 		$11K Buy
437
+165
+61% +$5.36K ﹤0.01% 1009
2019
Q4 		$10K Hold
272
– – ﹤0.01% 1159
2019
Q3 		$9K Hold
272
– – ﹤0.01% 1148
2019
Q2 		$8K Sell
272
-158
-37% -$4.82K ﹤0.01% 1177
2019
Q1 		$13K Buy
430
+200
+87% +$5.86K ﹤0.01% 984
2018
Q4 		$6K Hold
230
– – ﹤0.01% 1120
2018
Q3 		$7K Buy
+230
New +$7.13K ﹤0.01% 1141
2017
Q3 		– Sell
-25,853
Closed -$699K – 1241
2017
Q2 		$699K Buy
+25,853
New +$692K 0.33% 61

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

Global Retirement Partners's RDVY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 152,469 shares worth $12.4M. The stake represents 0.19% of the portfolio and ranks #101 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RDVY as recently as Q4 2025.

Global Retirement Partners first reported a position in RDVY in Q2 2017 and has held it in 30 quarters since. The position peaked at $12.6M in Q4 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Global Retirement Partners held 152,469 shares of First Trust Rising Dividend Achievers ETF worth $12.4M as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.19% of Global Retirement Partners's portfolio in Q2 2026, its #101 holding.
  • Global Retirement Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 30 quarters since.
  • Global Retirement Partners's First Trust Rising Dividend Achievers ETF position peaked at $12.6M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.