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 Q3	–	Hold	0	–	–	–	1229
2020 Q2	–	Sell	-299	Closed	-$8.7K	–	1213
2020 Q1	$8K	Buy	+299	New	+$9.71K	﹤0.01%	794

Other funds holding RDVY

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return