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

Lido 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	$272K	Sell	3,354 -371	-10%	-$27.9K	﹤0.01%	1794
2026 Q1	$254K	Sell	3,725 -73	-2%	-$5.2K	﹤0.01%	1656
2025 Q4	$257K	Buy	3,798 +519	+16%	+$35.3K	﹤0.01%	1648
2025 Q3	$221K	Buy	+3,279	New	+$213K	﹤0.01%	1641
2025 Q1	–	Sell	-3,709	Closed	-$219K	–	1588
2024 Q4	$219K	Buy	+3,709	New	+$226K	﹤0.01%	1348

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

Lido Advisors's RDVY Position: Q2 2026 in Review

Lido Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 10% in Q2 2026, selling an estimated $27.9K and leaving 3,354 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Lido Advisors first reported a position in RDVY in Q4 2024 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Lido Advisors held 3,354 shares of First Trust Rising Dividend Achievers ETF worth $272K as of Q2 2026.
Lido Advisors sold 371 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $27.9K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1794 holding.
Lido Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 5 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.