HRT Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

HRT Financial’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	$403K	Buy	+5,913	New	+$421K	﹤0.01%	2681
2025 Q4	–	Sell	-4,026	Closed	-$270K	–	3886
2025 Q3	$270K	Buy	+4,026	New	+$261K	﹤0.01%	2236
2023 Q2	–	Sell	-30,423	Closed	-$1.36M	–	3130
2023 Q1	$1.36M	Sell	30,423 -7,303	-19%	-$335K	0.02%	798
2022 Q4	$1.66M	Buy	+37,726	New	+$1.65M	0.02%	681
2022 Q3	–	Sell	-46,050	Closed	-$1.88M	–	3375
2022 Q2	$1.88M	Buy	+46,050	New	+$2.09M	0.02%	594
2022 Q1	–	Sell	-17,645	Closed	-$913K	–	3727
2021 Q4	$913K	Buy	+17,645	New	+$890K	0.01%	1218
2021 Q3	–	Sell	-36,924	Closed	-$1.77M	–	3679
2021 Q2	$1.77M	Buy	36,924 +25,551	+225%	+$1.22M	0.02%	690
2021 Q1	$517K	Buy	+11,373	New	+$485K	0.01%	1749

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HRT Financial's RDVY Position: Q1 2026 in Review

HRT Financial opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026: 5,913 shares worth $403K. The stake represents ﹤0.01% of the portfolio and ranks #2681 among its holdings. This is a return to the name: HRT Financial previously reported a position in RDVY as recently as Q3 2025.

HRT Financial first reported a position in RDVY in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.88M in Q2 2022. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

HRT Financial held 5,913 shares of First Trust Rising Dividend Achievers ETF worth $403K as of Q1 2026.
First Trust Rising Dividend Achievers ETF was a new HRT Financial position in Q1 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2681 holding.
HRT Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 8 quarters since.
HRT Financial's First Trust Rising Dividend Achievers ETF position peaked at $1.88M in Q2 2022.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.