Israel Englander’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Israel Englander’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
2025 Q2	–	Sell	-5,461	Closed	-$320K	–	6256
2025 Q1	$320K	Buy	+5,461	New	+$332K	﹤0.01%	5069
2024 Q2	–	Sell	-6,207	Closed	-$349K	–	6418
2024 Q1	$349K	Sell	6,207 -3,042	-33%	-$160K	﹤0.01%	5039
2023 Q4	$478K	Buy	9,249 +4,120	+80%	+$195K	﹤0.01%	4674
2023 Q3	$236K	Buy	+5,129	New	+$245K	﹤0.01%	5036
2021 Q3	–	Sell	-6,789	Closed	-$326K	–	7163
2021 Q2	$326K	Buy	+6,789	New	+$325K	﹤0.01%	5664

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Israel Englander's RDVY Position: Q2 2025 in Review

Israel Englander sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 5,461 shares — an estimated $320K sold.

Israel Englander first reported a position in RDVY in Q2 2021 and held it in 5 quarters. The position peaked at $478K in Q4 2023. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Israel Englander reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Israel Englander sold 5,461 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $320K.
Israel Englander first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 5 quarters.
Israel Englander's First Trust Rising Dividend Achievers ETF position peaked at $478K in Q4 2023.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Millennium Management's 13F filing for Q2 2025, filed 14 Aug 2025.