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Harvest Investment Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Harvest Investment 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
Q1 		$7.82M Buy
114,561
+5,845
+5% +$416K 1.43% 10
2025
Q4 		$7.55M Buy
108,716
+41,432
+62% +$2.82M 1.43% 9
2025
Q3 		$4.53M Sell
67,284
-623
-0.9% -$40.4K 0.91% 23
2025
Q2 		$4.26M Buy
67,907
+1,499
+2% +$88.2K 0.95% 20
2025
Q1 		$3.89M Sell
66,408
-2,412
-4% -$147K 1.08% 18
2024
Q4 		$4.07M Buy
68,820
+2,892
+4% +$176K 1% 21
2024
Q3 		$3.9M Buy
65,928
+3,543
+6% +$201K 1.25% 17
2024
Q2 		$3.42M Buy
62,385
+13,190
+27% +$721K 1.36% 18
2024
Q1 		$2.76M Sell
49,195
-531
-1% -$27.9K 1.11% 22
2023
Q4 		$2.57M Sell
49,726
-1,060
-2% -$50.1K 1.18% 16
2023
Q3 		$2.33M Sell
50,786
-1,798
-3% -$86K 1.5% 16
2023
Q2 		$2.48M Sell
52,584
-3,964
-7% -$179K 1.41% 15
2023
Q1 		$2.54M Buy
56,548
+3,629
+7% +$167K 1.96% 9
2022
Q4 		$2.32M Buy
52,919
+3,819
+8% +$167K 2.48% 8
2022
Q3 		$1.91M Sell
49,100
-1,114
-2% -$47.9K 2.34% 9
2022
Q2 		$2.05M Buy
50,214
+2,361
+5% +$107K 1.57% 16
2022
Q1 		$2.34M Sell
47,853
-695
-1% -$34.7K 1.4% 16
2021
Q4 		$2.51M Buy
48,548
+13,423
+38% +$677K 1.06% 18
2021
Q3 		$1.67M Buy
35,125
+427
+1% +$20.7K 0.68% 31
2021
Q2 		$1.67M Sell
34,698
-186
-0.5% -$8.91K 0.7% 33
2021
Q1 		$1.59M Sell
34,884
-1,631
-4% -$69.5K 0.71% 35
2020
Q4 		$1.46M Sell
36,515
-4,555
-11% -$166K 0.75% 30
2020
Q3 		$1.34M Sell
41,070
-2,837
-6% -$92.1K 0.77% 29
2020
Q2 		$1.35M Buy
43,907
+8,648
+25% +$252K 0.8% 26
2020
Q1 		$903K Sell
35,259
-20,687
-37% -$671K 1.2% 22
2019
Q4 		$2.01M Buy
55,946
+35,281
+171% +$1.2M 1.07% 23
2019
Q3 		$646K Buy
20,665
+839
+4% +$26.2K 0.32% 63
2019
Q2 		$621K Buy
19,826
+507
+3% +$15.5K 0.35% 68
2019
Q1 		$588K Sell
19,319
-179
-0.9% -$5.24K 0.34% 68
2018
Q4 		$562K Buy
+19,498
New +$565K 0.52% 44

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harvest Investment Services's RDVY Position: Q1 2026 in Review

Harvest Investment Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.4% in Q1 2026, buying an estimated $416K and bringing the position to 114,561 shares worth $7.82M. The position accounts for 1.43% of the portfolio, ranked #10.

Harvest Investment Services first reported a position in RDVY in Q4 2018 and has held it in 30 quarters since. 760 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Harvest Investment Services held 114,561 shares of First Trust Rising Dividend Achievers ETF worth $7.82M as of Q1 2026.
  • Harvest Investment Services bought 5,845 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $416K.
  • First Trust Rising Dividend Achievers ETF made up 1.43% of Harvest Investment Services's portfolio in Q1 2026, its #10 holding.
  • Harvest Investment Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 30 quarters since.
  • 760 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.