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

Laraway Financial Advisors’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 		$510K Sell
6,285
-90
-1% -$6.77K 0.31% 76
2026
Q1 		$435K Buy
6,375
+151
+2% +$10.7K 0.31% 77
2025
Q4 		$432K Buy
6,224
+133
+2% +$9.04K 0.28% 79
2025
Q3 		$410K Buy
6,091
+1
+0% +$65 0.28% 84
2025
Q2 		$382K Buy
6,090
+501
+9% +$29.5K 0.29% 78
2025
Q1 		$327K Buy
5,589
+11
+0.2% +$669 0.26% 91
2024
Q4 		$330K Buy
5,578
+2
+0% +$122 0.25% 88
2024
Q3 		$330K Sell
5,576
-91
-2% -$5.17K 0.26% 88
2024
Q2 		$310K Buy
5,667
+52
+0.9% +$2.84K 0.27% 84
2024
Q1 		$315K Buy
5,615
+229
+4% +$12K 0.28% 89
2023
Q4 		$278K Buy
5,386
+1,305
+32% +$61.7K 0.26% 90
2023
Q3 		$188K Sell
4,081
-870
-18% -$41.6K 0.2% 101
2023
Q2 		$233K Sell
4,951
-103
-2% -$4.66K 0.23% 96
2023
Q1 		$227K Sell
5,054
-1,909
-27% -$87.7K 0.23% 99
2022
Q4 		$306K Buy
6,963
+3
+0% +$131 0.32% 86
2022
Q3 		$271K Sell
6,960
-170
-2% -$7.31K 0.3% 88
2022
Q2 		$292K Buy
7,130
+160
+2% +$7.25K 0.31% 85
2022
Q1 		$342K Buy
6,970
+450
+7% +$22.5K 0.31% 84
2021
Q4 		$338K Buy
+6,520
New +$329K 0.3% 88

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laraway Financial Advisors's RDVY Position: Q2 2026 in Review

Laraway Financial Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q2 2026, selling an estimated $6.77K and leaving 6,285 shares worth $510K. The position accounts for 0.31% of the portfolio, ranked #76.

Laraway Financial Advisors first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Laraway Financial Advisors held 6,285 shares of First Trust Rising Dividend Achievers ETF worth $510K as of Q2 2026.
  • Laraway Financial Advisors sold 90 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.77K.
  • First Trust Rising Dividend Achievers ETF made up 0.31% of Laraway Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Laraway Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.