Hilton Head Capital Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hilton Head Capital Partners’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	$4.25M	Buy	52,460 +14,728	+39%	+$1.11M	2.14%	6
2026 Q1	$2.58M	Buy	37,732 +1,104	+3%	+$78.6K	1.45%	13
2025 Q4	$2.54M	Buy	+36,628	New	+$2.49M	1.49%	12

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

Hilton Head Capital Partners's RDVY Position: Q2 2026 in Review

Hilton Head Capital Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 39% in Q2 2026, buying an estimated $1.11M and bringing the position to 52,460 shares worth $4.25M. The position accounts for 2.14% of the portfolio, ranked #6.

Hilton Head Capital Partners first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Hilton Head Capital Partners held 52,460 shares of First Trust Rising Dividend Achievers ETF worth $4.25M as of Q2 2026.
Hilton Head Capital Partners bought 14,728 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.11M.
First Trust Rising Dividend Achievers ETF made up 2.14% of Hilton Head Capital Partners's portfolio in Q2 2026, its #6 holding.
Hilton Head Capital Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
813 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.