Harel Insurance Investments & Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Harel Insurance Investments & Financial Services’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	$6.49M	Hold	80,000	–	–	0.03%	134
2026 Q1	$5.46M	Hold	80,000	–	–	0.04%	104
2025 Q4	$5.56M	Hold	80,000	–	–	0.05%	105
2025 Q3	$5.38M	Buy	80,000 +11,000	+16%	+$714K	0.05%	115
2025 Q2	$4.33M	Hold	69,000	–	–	0.05%	121
2025 Q1	$4.04M	Sell	69,000 -970	-1%	-$59K	0.05%	126
2024 Q4	$4.14M	Hold	69,970	–	–	0.07%	98
2024 Q3	$4.14M	Buy	69,970 +1,220	+2%	+$69.4K	0.07%	85
2024 Q2	$3.76M	Hold	68,750	–	–	0.07%	92
2024 Q1	$3.86M	Buy	68,750 +9,600	+16%	+$504K	0.07%	87
2023 Q4	$3.06M	Hold	59,150	–	–	0.05%	111
2023 Q3	$2.72M	Buy	59,150 +9,650	+19%	+$461K	0.05%	111
2023 Q2	$2.33M	Hold	49,500	–	–	0.06%	90
2023 Q1	$2.22M	Hold	49,500	–	–	0.05%	131
2022 Q4	$2.17M	Hold	49,500	–	–	0.05%	125
2022 Q3	$1.93M	Sell	49,500 -4,500	-8%	-$193K	0.05%	138
2022 Q2	$2.21M	Hold	54,000	–	–	0.05%	131
2022 Q1	$2.65M	Buy	+54,000	New	+$2.7M	0.04%	132

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Harel Insurance Investments & Financial Services's RDVY Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 80,000 shares worth $6.49M. The position accounts for 0.03% of the portfolio, ranked #134.

Harel Insurance Investments & Financial Services first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. 610 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Harel Insurance Investments & Financial Services held 80,000 shares of First Trust Rising Dividend Achievers ETF worth $6.49M as of Q2 2026.
Harel Insurance Investments & Financial Services left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.03% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #134 holding.
Harel Insurance Investments & Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
610 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.