Mather Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mather Group’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	$86.3K	Hold	1,065	–	–	﹤0.01%	978
2026 Q1	$72.7K	Buy	+1,065	New	+$75.8K	﹤0.01%	970
2025 Q4	–	Sell	-466	Closed	-$31.3K	–	1422
2025 Q3	$31.3K	Buy	+466	New	+$30.2K	﹤0.01%	1013
2025 Q2	–	Sell	-466	Closed	-$27.3K	–	1461
2025 Q1	$27.3K	Hold	466	–	–	﹤0.01%	1019
2024 Q4	$27.6K	Hold	466	–	–	﹤0.01%	1001
2024 Q3	$27.6K	Sell	466 -973	-68%	-$55.3K	﹤0.01%	998
2024 Q2	$80.8K	Buy	1,439 +973	+209%	+$53.2K	﹤0.01%	866
2024 Q1	$24.1K	Buy	+466	New	+$24.4K	﹤0.01%	1023

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

Mather Group's RDVY Position: Q2 2026 in Review

Mather Group held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 1,065 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Mather Group first reported a position in RDVY in Q1 2024 and has held it in 8 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Mather Group held 1,065 shares of First Trust Rising Dividend Achievers ETF worth $86.3K as of Q2 2026.
Mather Group left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #978 holding.
Mather Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 8 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.