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Moors & Cabot’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Moors & Cabot’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 		$1.22M Buy
15,089
+2,246
+17% +$169K 0.05% 336
2026
Q1 		$877K Buy
12,843
+909
+8% +$64.7K 0.04% 401
2025
Q4 		$829K Buy
11,934
+2,129
+22% +$145K 0.04% 404
2025
Q3 		$660K Buy
9,805
+1,587
+19% +$103K 0.03% 451
2025
Q2 		$516K Buy
8,218
+194
+2% +$11.4K 0.02% 502
2025
Q1 		$470K Buy
8,024
+437
+6% +$26.6K 0.02% 502
2024
Q4 		$449K Buy
7,587
+3,012
+66% +$184K 0.02% 524
2024
Q3 		$271K Buy
+4,575
New +$260K 0.01% 689
2023
Q3 		– Sell
-4,255
Closed -$200K – 870
2023
Q2 		$200K Sell
4,255
-376
-8% -$17K 0.01% 748
2023
Q1 		$208K Buy
+4,631
New +$213K 0.01% 743
2022
Q2 		– Sell
-11,037
Closed -$541K – 900
2022
Q1 		$541K Buy
11,037
+4,893
+80% +$244K 0.03% 445
2021
Q4 		$318K Buy
6,144
+1,428
+30% +$72K 0.02% 603
2021
Q3 		$223K Buy
+4,716
New +$228K 0.01% 715

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moors & Cabot's RDVY Position: Q2 2026 in Review

Moors & Cabot increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 17% in Q2 2026, buying an estimated $169K and bringing the position to 15,089 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #336.

Moors & Cabot first reported a position in RDVY in Q3 2021 and has held it in 13 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Moors & Cabot held 15,089 shares of First Trust Rising Dividend Achievers ETF worth $1.22M as of Q2 2026.
  • Moors & Cabot bought 2,246 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $169K.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of Moors & Cabot's portfolio in Q2 2026, its #336 holding.
  • Moors & Cabot first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 13 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.