RRMM
RDVY icon

Regatta Research & Money Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Regatta Research & Money Management’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 		$142K Buy
+1,757
New +$132K 0.13% 145

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Regatta Research & Money Management's RDVY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 1,757 shares worth $142K. The stake represents 0.13% of the portfolio and ranks #145 among its holdings.

665 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Regatta Research & Money Management held 1,757 shares of First Trust Rising Dividend Achievers ETF worth $142K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.13% of Regatta Research & Money Management's portfolio in Q2 2026, its #145 holding.
  • 665 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.