Headlands Technologies’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Headlands Technologies’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	$396K	Buy	+4,885	New	+$367K	0.04%	468
2025 Q2	–	Sell	-81	Closed	-$4.74K	–	1463
2025 Q1	$4.74K	Buy	+81	New	+$4.92K	﹤0.01%	1003
2024 Q4	–	Sell	-414	Closed	-$24.5K	–	1514
2024 Q3	$24.5K	Sell	414 -117	-22%	-$6.65K	﹤0.01%	916
2024 Q2	$29.1K	Buy	+531	New	+$29K	﹤0.01%	857

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Headlands Technologies's RDVY Position: Q2 2026 in Review

Headlands Technologies opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 4,885 shares worth $396K. The stake represents 0.04% of the portfolio and ranks #468 among its holdings. This is a return to the name: Headlands Technologies previously reported a position in RDVY as recently as Q1 2025.

Headlands Technologies first reported a position in RDVY in Q2 2024 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Headlands Technologies held 4,885 shares of First Trust Rising Dividend Achievers ETF worth $396K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Headlands Technologies position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.04% of Headlands Technologies's portfolio in Q2 2026, its #468 holding.
Headlands Technologies first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Headlands Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.