Hobart Private Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.7M Sell
428,601
-88,006
-17% -$6.62M 5.96% 2
2026
Q1
$35.3M Buy
516,607
+12,368
+2% +$880K 6.93% 1
2025
Q4
$35M Buy
504,239
+14,626
+3% +$994K 6.84% 1
2025
Q3
$32.9M Buy
489,613
+36,914
+8% +$2.39M 6.89% 1
2025
Q2
$28.4M Sell
452,699
-11,398
-2% -$670K 6.44% 2
2025
Q1
$27.2M Buy
464,097
+24,513
+6% +$1.49M 6.79% 3
2024
Q4
$26M Buy
439,584
+5,354
+1% +$327K 6.45% 4
2024
Q3
$25.7M Buy
434,230
+17,046
+4% +$969K 6.58% 4
2024
Q2
$22.8M Buy
417,184
+170,943
+69% +$9.35M 6.5% 4
2024
Q1
$13.8M Buy
246,241
+38,203
+18% +$2M 4.22% 5
2023
Q4
$10.7M Buy
+208,038
New +$9.83M 3.56% 8
2018
Q3
Sell
-7,514
Closed -$225K 151
2018
Q2
$225K Sell
7,514
-18,404
-71% -$556K 0.18% 119
2018
Q1
$770K Buy
25,918
+7,528
+41% +$230K 0.68% 49
2017
Q4
$549K Buy
+18,390
New +$530K 0.49% 67

Other funds holding RDVY

Hobart Private Capital's RDVY Position: Q2 2026 in Review

Hobart Private Capital reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 17% in Q2 2026, selling an estimated $6.62M and leaving 428,601 shares worth $34.7M. The position accounts for 5.96% of the portfolio, ranked #2.

Hobart Private Capital first reported a position in RDVY in Q4 2017 and has held it in 14 quarters since. The position peaked at $35.3M in Q1 2026. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Hobart Private Capital held 428,601 shares of First Trust Rising Dividend Achievers ETF worth $34.7M as of Q2 2026.
  • Hobart Private Capital sold 88,006 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.62M.
  • First Trust Rising Dividend Achievers ETF made up 5.96% of Hobart Private Capital's portfolio in Q2 2026, its #2 holding.
  • Hobart Private Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and has held it in 14 quarters since.
  • Hobart Private Capital's First Trust Rising Dividend Achievers ETF position peaked at $35.3M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.