Harbor Investment Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Harbor Investment 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	$72.5K	Hold	895	–	–	0.01%	649
2026 Q1	$61.1K	Hold	895	–	–	﹤0.01%	584
2025 Q4	$62.2K	Hold	895	–	–	﹤0.01%	611
2025 Q3	$60.2K	Sell	895 -30	-3%	-$1.95K	0.01%	600
2025 Q2	$58K	Hold	925	–	–	0.01%	596
2025 Q1	$54.1K	Buy	925 +160	+21%	+$9.72K	0.01%	590
2024 Q4	$45.2K	Hold	765	–	–	﹤0.01%	621
2024 Q3	$45.3K	Hold	765	–	–	﹤0.01%	610
2024 Q2	$41.9K	Hold	765	–	–	﹤0.01%	613
2024 Q1	$43K	Buy	765 +125	+20%	+$6.56K	﹤0.01%	610
2023 Q4	$33.1K	Hold	640	–	–	﹤0.01%	640
2023 Q3	$29.4K	Buy	+640	New	+$30.6K	﹤0.01%	627
2020 Q2	–	Sell	-299	Closed	-$8.7K	–	1212
2020 Q1	$8K	Buy	+299	New	+$9.71K	﹤0.01%	794

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

Harbor Investment Advisory's RDVY Position: Q2 2026 in Review

Harbor Investment Advisory held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 895 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #649.

Harbor Investment Advisory first reported a position in RDVY in Q1 2020 and has held it in 13 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Harbor Investment Advisory held 895 shares of First Trust Rising Dividend Achievers ETF worth $72.5K as of Q2 2026.
Harbor Investment Advisory left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #649 holding.
Harbor Investment Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 13 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.