Great Lakes Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Great Lakes 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	$376K	Sell	4,641 -237	-5%	-$17.8K	﹤0.01%	664
2026 Q1	$333K	Buy	4,878 +180	+4%	+$12.8K	﹤0.01%	670
2025 Q4	$326K	Hold	4,698	–	–	﹤0.01%	686
2025 Q3	$316K	Buy	4,698 +98	+2%	+$6.36K	﹤0.01%	688
2025 Q2	$289K	Hold	4,600	–	–	﹤0.01%	708
2025 Q1	$269K	Hold	4,600	–	–	﹤0.01%	710
2024 Q4	$272K	Hold	4,600	–	–	﹤0.01%	739
2024 Q3	$272K	Hold	4,600	–	–	﹤0.01%	754
2024 Q2	$252K	Hold	4,600	–	–	﹤0.01%	765
2024 Q1	$258K	Sell	4,600 -32	-0.7%	-$1.68K	﹤0.01%	723
2023 Q4	$239K	Buy	+4,632	New	+$219K	﹤0.01%	715

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

Great Lakes Advisors's RDVY Position: Q2 2026 in Review

Great Lakes Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.9% in Q2 2026, selling an estimated $17.8K and leaving 4,641 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Great Lakes Advisors first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Great Lakes Advisors held 4,641 shares of First Trust Rising Dividend Achievers ETF worth $376K as of Q2 2026.
Great Lakes Advisors sold 237 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $17.8K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Great Lakes Advisors's portfolio in Q2 2026, its #664 holding.
Great Lakes Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.