Lloyd Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lloyd Advisory Services’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	$32.8K	Buy	+405	New	+$30.5K	0.01%	271
2026 Q1	–	Sell	-522	Closed	-$36.3K	–	1007
2025 Q4	$36.3K	Buy	+522	New	+$35.5K	0.01%	267
2022 Q2	–	Sell	-144	Closed	-$7K	–	444
2022 Q1	$7K	Buy	144 +7	+5%	+$350	﹤0.01%	424
2021 Q4	$7K	Sell	137 -11	-7%	-$555	﹤0.01%	338
2021 Q3	$7K	Buy	148 +1	+0.7%	+$48	﹤0.01%	304
2021 Q2	$7K	Buy	147 +46	+46%	+$2.2K	﹤0.01%	307
2021 Q1	$5K	Buy	+101	New	+$4.31K	﹤0.01%	295
2020 Q1	–	Sell	-62	Closed	-$2K	–	375
2019 Q4	$2K	Buy	+62	New	+$2.1K	﹤0.01%	312

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

Lloyd Advisory Services's RDVY Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 405 shares worth $32.8K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in RDVY as recently as Q4 2025.

Lloyd Advisory Services first reported a position in RDVY in Q4 2019 and has held it in 8 quarters since. The position peaked at $36.3K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Lloyd Advisory Services held 405 shares of First Trust Rising Dividend Achievers ETF worth $32.8K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Lloyd Advisory Services position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #271 holding.
Lloyd Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 8 quarters since.
Lloyd Advisory Services's First Trust Rising Dividend Achievers ETF position peaked at $36.3K in Q4 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.