Milestones Private Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Milestones Private 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	$9.51M	Buy	117,367 +88,547	+307%	+$6.66M	7.58%	1
2026 Q1	$1.97M	Buy	28,820 +555	+2%	+$39.5K	1.73%	24
2025 Q4	$1.96M	Buy	28,265 +6,838	+32%	+$465K	1.35%	28
2025 Q3	$1.44M	Buy	21,427 +770	+4%	+$50K	0.98%	32
2025 Q2	$1.3M	Buy	+20,657	New	+$1.21M	0.96%	34

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

Milestones Private Investment Advisors's RDVY Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 307% in Q2 2026, buying an estimated $6.66M and bringing the position to 117,367 shares worth $9.51M. The position accounts for 7.58% of the portfolio, ranked #1.

Milestones Private Investment Advisors first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Milestones Private Investment Advisors held 117,367 shares of First Trust Rising Dividend Achievers ETF worth $9.51M as of Q2 2026.
Milestones Private Investment Advisors bought 88,547 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.66M.
First Trust Rising Dividend Achievers ETF made up 7.58% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #1 holding.
Milestones Private Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.