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RDVY icon

Harbour Investments’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Harbour Investments’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 		$74M Buy
912,649
+25,422
+3% +$1.91M 1% 12
2026
Q1 		$60.6M Buy
887,227
+308,346
+53% +$21.9M 0.94% 12
2025
Q4 		$40.2M Sell
578,881
-87,728
-13% -$5.96M 0.82% 17
2025
Q3 		$44.8M Buy
666,609
+76,764
+13% +$4.98M 1.02% 18
2025
Q2 		$37M Buy
589,845
+16,169
+3% +$951K 0.94% 19
2025
Q1 		$33.6M Buy
573,676
+15,006
+3% +$912K 0.96% 16
2024
Q4 		$33M Buy
558,670
+28,962
+5% +$1.77M 0.95% 18
2024
Q3 		$31.4M Sell
529,708
-12,937
-2% -$736K 0.94% 19
2024
Q2 		$29.7M Sell
542,645
-7,524
-1% -$411K 1% 18
2024
Q1 		$30.9M Buy
550,169
+25,339
+5% +$1.33M 1.1% 15
2023
Q4 		$27.1M Buy
524,830
+52,344
+11% +$2.47M 1.12% 14
2023
Q3 		$21.7M Sell
472,486
-17,223
-4% -$823K 1.09% 13
2023
Q2 		$23.1M Sell
489,709
-87,714
-15% -$3.97M 1.14% 13
2023
Q1 		$25.9M Buy
577,423
+21,283
+4% +$978K 1.41% 11
2022
Q4 		$24.4M Sell
556,140
-140,734
-20% -$6.15M 1.49% 11
2022
Q3 		$28.5M Hold
696,874
– – 1.92% 8
2022
Q2 		$28.5M Buy
+696,874
New +$31.6M 1.92% 8
2021
Q4 		$33.4M Sell
645,366
-8,591
-1% -$433K 1.99% 7
2021
Q3 		$31M Buy
653,957
+114,206
+21% +$5.53M 0.99% 18
2021
Q2 		$25.9M Buy
539,751
+261,587
+94% +$12.5M 0.83% 24
2021
Q1 		$12.7M Buy
+278,164
New +$11.9M 0.46% 39

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

Harbour Investments's RDVY Position: Q2 2026 in Review

Harbour Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.9% in Q2 2026, buying an estimated $1.91M and bringing the position to 912,649 shares worth $74M. The position accounts for 1% of the portfolio, ranked #12.

Harbour Investments first reported a position in RDVY in Q1 2021 and has held it in 21 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Harbour Investments held 912,649 shares of First Trust Rising Dividend Achievers ETF worth $74M as of Q2 2026.
  • Harbour Investments bought 25,422 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.91M.
  • First Trust Rising Dividend Achievers ETF made up 1% of Harbour Investments's portfolio in Q2 2026, its #12 holding.
  • Harbour Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 21 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.