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 Q3	$70.1K	Hold	895	–	–	﹤0.01%	660
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Harbor Investment Advisory's RDVY Position: Q3 2026 in Review

Harbor Investment Advisory held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2026 at 895 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Harbor Investment Advisory first reported a position in RDVY in Q1 2020 and has held it in 14 quarters since. The position peaked at $72.5K in Q2 2026. 113 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Harbor Investment Advisory held 895 shares of First Trust Rising Dividend Achievers ETF worth $70.1K as of Q3 2026.
Harbor Investment Advisory left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #660 holding.
Harbor Investment Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 14 quarters since.
Harbor Investment Advisory's First Trust Rising Dividend Achievers ETF position peaked at $72.5K in Q2 2026.
113 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.