Mount Yale Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mount Yale 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	$40.9M	Sell	504,374 -218,468	-30%	-$16.4M	0.76%	20
2026 Q1	$49.4M	Buy	722,842 +678,232	+1,520%	+$48.3M	1.14%	13
2025 Q4	$3.1M	Sell	44,610 -96,312	-68%	-$6.55M	0.15%	146
2025 Q3	$9.48M	Buy	140,922 +75,439	+115%	+$4.89M	0.66%	33
2025 Q2	$4.11M	Buy	65,483 +4,848	+8%	+$285K	0.32%	58
2025 Q1	$3.55M	Sell	60,635 -563	-0.9%	-$34.2K	0.3%	66
2024 Q4	$3.62M	Buy	61,198 +4,084	+7%	+$249K	0.29%	65
2024 Q3	$3.38M	Buy	57,114 +3,181	+6%	+$181K	0.32%	72
2024 Q2	$2.95M	Sell	53,933 -349	-0.6%	-$19.1K	0.23%	87
2024 Q1	$3.05M	Buy	54,282 +20,968	+63%	+$1.1M	0.23%	95
2023 Q4	$1.72M	Buy	+33,314	New	+$1.57M	0.16%	137

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

Mount Yale Investment Advisors's RDVY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 30% in Q2 2026, selling an estimated $16.4M and leaving 504,374 shares worth $40.9M. The position accounts for 0.76% of the portfolio, ranked #20.

Mount Yale Investment Advisors first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.4M in Q1 2026. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Mount Yale Investment Advisors held 504,374 shares of First Trust Rising Dividend Achievers ETF worth $40.9M as of Q2 2026.
Mount Yale Investment Advisors sold 218,468 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $16.4M.
First Trust Rising Dividend Achievers ETF made up 0.76% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #20 holding.
Mount Yale Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Mount Yale Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $49.4M in Q1 2026.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.