Independent Advisor Alliance’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Independent Advisor Alliance’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	–	Sell	-523,384	Closed	-$35.7M	–	1501
2026 Q1	$35.7M	Buy	+523,384	New	+$37.3M	0.38%	54
2025 Q1	–	Sell	-261,177	Closed	-$15.4M	–	1241
2024 Q4	$15.4M	Buy	+261,177	New	+$15.9M	0.2%	104
2020 Q1	–	Sell	-41,339	Closed	-$1.48M	–	755
2019 Q4	$1.48M	Buy	+41,339	New	+$1.4M	0.06%	291

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

Independent Advisor Alliance's RDVY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 523,384 shares — an estimated $35.7M sold.

Independent Advisor Alliance first reported a position in RDVY in Q4 2019 and held it in 3 quarters. The position peaked at $35.7M in Q1 2026. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 523,384 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $35.7M.
Independent Advisor Alliance first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's First Trust Rising Dividend Achievers ETF position peaked at $35.7M in Q1 2026.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.