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Mutual Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mutual 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 		$7.54M Buy
93,079
+2,614
+3% +$197K 0.14% 140
2026
Q1 		$6.18M Buy
90,465
+4,466
+5% +$318K 0.13% 156
2025
Q4 		$5.97M Buy
85,999
+13,237
+18% +$900K 0.13% 163
2025
Q3 		$4.9M Buy
72,762
+10,042
+16% +$651K 0.11% 184
2025
Q2 		$4.03M Buy
62,720
+7,239
+13% +$426K 0.1% 201
2025
Q1 		$3.15M Buy
55,481
+2,930
+6% +$178K 0.09% 214
2024
Q4 		$3.25M Buy
52,551
+767
+1% +$46.8K 0.09% 196
2024
Q3 		$3.08M Sell
51,784
-1,520
-3% -$86.4K 0.09% 204
2024
Q2 		$3.08M Buy
53,304
+9,310
+21% +$509K 0.09% 200
2024
Q1 		$2.47M Sell
43,994
-8,065
-15% -$423K 0.08% 229
2023
Q4 		$2.69M Sell
52,059
-3,074
-6% -$145K 0.09% 214
2023
Q3 		$2.53M Sell
55,133
-1,170
-2% -$55.9K 0.1% 197
2023
Q2 		$2.65M Sell
56,303
-4,725
-8% -$214K 0.1% 198
2023
Q1 		$2.74M Sell
61,028
-1,266
-2% -$58.2K 0.11% 188
2022
Q4 		$2.74M Sell
62,294
-4,418
-7% -$193K 0.12% 177
2022
Q3 		$2.59M Buy
66,712
+951
+1% +$40.9K 0.13% 157
2022
Q2 		$2.69M Buy
65,761
+725
+1% +$32.9K 0.18% 136
2022
Q1 		$3.19M Buy
65,036
+2,709
+4% +$135K 0.18% 126
2021
Q4 		$3.23M Buy
62,327
+24,103
+63% +$1.22M 0.17% 138
2021
Q3 		$1.81M Buy
38,224
+23,217
+155% +$1.12M 0.11% 235
2021
Q2 		$721K Buy
15,007
+9,163
+157% +$439K 0.04% 438
2021
Q1 		$266K Buy
5,844
+435
+8% +$18.5K 0.02% 656
2020
Q4 		$216K Buy
+5,409
New +$197K 0.02% 679

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

Mutual Advisors's RDVY Position: Q2 2026 in Review

Mutual Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.9% in Q2 2026, buying an estimated $197K and bringing the position to 93,079 shares worth $7.54M. The position accounts for 0.14% of the portfolio, ranked #140.

Mutual Advisors first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Mutual Advisors held 93,079 shares of First Trust Rising Dividend Achievers ETF worth $7.54M as of Q2 2026.
  • Mutual Advisors bought 2,614 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $197K.
  • First Trust Rising Dividend Achievers ETF made up 0.14% of Mutual Advisors's portfolio in Q2 2026, its #140 holding.
  • Mutual Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.