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Halbert Hargrove Global Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Halbert Hargrove Global 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 		$85.3K Sell
1,052
-205
-16% -$15.4K ﹤0.01% 167
2026
Q1 		$85.8K Sell
1,257
-1
-0.1% -$71 ﹤0.01% 155
2025
Q4 		$87.4K Hold
1,258
– – ﹤0.01% 149
2025
Q3 		$84.6K Hold
1,258
– – ﹤0.01% 151
2025
Q2 		$78.9K Hold
1,258
– – ﹤0.01% 127
2025
Q1 		$73.6K Hold
1,258
– – ﹤0.01% 133
2024
Q4 		$74.4K Buy
+1,258
New +$76.8K ﹤0.01% 125

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

Halbert Hargrove Global Advisors's RDVY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q2 2026, selling an estimated $15.4K and leaving 1,052 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Halbert Hargrove Global Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.4K in Q4 2025. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,052 shares of First Trust Rising Dividend Achievers ETF worth $85.3K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 205 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.4K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #167 holding.
  • Halbert Hargrove Global Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • Halbert Hargrove Global Advisors's First Trust Rising Dividend Achievers ETF position peaked at $87.4K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.