LaSalle St. Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

LaSalle St. Investment 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	$1.12M	Sell	13,815 -20,681	-60%	-$1.56M	0.14%	126
2026 Q1	$2.36M	Buy	34,496 +2,895	+9%	+$206K	0.33%	52
2025 Q4	$2.19M	Buy	31,601 +14,284	+82%	+$971K	0.35%	47
2025 Q3	$1.16M	Buy	17,317 +930	+6%	+$60.3K	0.21%	78
2025 Q2	$1.03M	Sell	16,387 -359	-2%	-$21.1K	0.28%	70
2025 Q1	$980K	Sell	16,746 -1,966	-11%	-$120K	0.23%	80
2024 Q4	$1.11M	Buy	18,712 +9,359	+100%	+$571K	0.34%	54
2024 Q3	$553K	Buy	+9,353	New	+$532K	0.22%	86

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

LaSalle St. Investment Advisors's RDVY Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 60% in Q2 2026, selling an estimated $1.56M and leaving 13,815 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #126.

LaSalle St. Investment Advisors first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q1 2026. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

LaSalle St. Investment Advisors held 13,815 shares of First Trust Rising Dividend Achievers ETF worth $1.12M as of Q2 2026.
LaSalle St. Investment Advisors sold 20,681 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.56M.
First Trust Rising Dividend Achievers ETF made up 0.14% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #126 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
LaSalle St. Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $2.36M in Q1 2026.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.