HighTower Advisors
RDVY icon

HighTower Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

HighTower Advisors’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 		$109M Sell
1,342,401
-181,850
-12% -$13.7M 0.1% 195
2026
Q1 		$104M Buy
1,524,251
+71,006
+5% +$5.05M 0.11% 186
2025
Q4 		$101M Buy
1,453,245
+45,418
+3% +$3.09M 0.11% 191
2025
Q3 		$94.7M Sell
1,407,827
-8,585
-0.6% -$557K 0.11% 192
2025
Q2 		$88.9M Sell
1,416,412
-102,340
-7% -$6.02M 0.11% 189
2025
Q1 		$88.9M Buy
1,518,752
+198,677
+15% +$12.1M 0.12% 182
2024
Q4 		$78.1M Buy
1,320,075
+52,793
+4% +$3.22M 0.11% 200
2024
Q3 		$75M Buy
1,267,282
+406,747
+47% +$23.1M 0.11% 206
2024
Q2 		$47.1M Buy
860,535
+39,189
+5% +$2.14M 0.07% 273
2024
Q1 		$46.1M Buy
821,346
+47,436
+6% +$2.49M 0.07% 271
2023
Q4 		$40M Buy
773,910
+431,299
+126% +$20.4M 0.07% 290
2023
Q3 		$15.7M Buy
342,611
+19,260
+6% +$921K 0.03% 524
2023
Q2 		$15.2M Buy
323,351
+78,235
+32% +$3.54M 0.03% 518
2023
Q1 		$11M Buy
245,116
+11,733
+5% +$539K 0.02% 595
2022
Q4 		$10.3M Sell
233,383
-41,764
-15% -$1.83M 0.02% 606
2022
Q3 		$10.7M Sell
275,147
-122
-0% -$5.25K 0.03% 545
2022
Q2 		$11.2M Buy
275,269
+10,487
+4% +$475K 0.03% 534
2022
Q1 		$13M Buy
264,782
+39,576
+18% +$1.98M 0.03% 523
2021
Q4 		$11.7M Buy
225,206
+41,513
+23% +$2.09M 0.03% 546
2021
Q3 		$8.72M Sell
183,693
-33,763
-16% -$1.64M 0.02% 593
2021
Q2 		$10.4M Buy
217,456
+153,714
+241% +$7.36M 0.03% 505
2021
Q1 		$2.9M Buy
63,742
+16,268
+34% +$694K 0.01% 948
2020
Q4 		$1.9M Buy
47,474
+5,660
+14% +$206K 0.01% 938
2020
Q3 		$1.37M Sell
41,814
-1,338
-3% -$43.4K 0.01% 1056
2020
Q2 		$1.33M Buy
43,152
+1,528
+4% +$44.5K 0.01% 978
2020
Q1 		$1.07M Buy
+41,624
New +$1.35M 0.01% 974

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

HighTower Advisors's RDVY Position: Q2 2026 in Review

HighTower Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q2 2026, selling an estimated $13.7M and leaving 1,342,401 shares worth $109M. The position accounts for 0.1% of the portfolio, ranked #195.

HighTower Advisors first reported a position in RDVY in Q1 2020 and has held it in 26 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • HighTower Advisors held 1,342,401 shares of First Trust Rising Dividend Achievers ETF worth $109M as of Q2 2026.
  • HighTower Advisors sold 181,850 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.7M.
  • First Trust Rising Dividend Achievers ETF made up 0.1% of HighTower Advisors's portfolio in Q2 2026, its #195 holding.
  • HighTower Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 26 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.