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

Natixis 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	$8.4M	Buy	103,679 +28,683	+38%	+$2.16M	0.01%	780
2026 Q1	$5.12M	Buy	74,996 +36,495	+95%	+$2.6M	0.01%	839
2025 Q4	$2.67M	Buy	38,501 +23,564	+158%	+$1.6M	﹤0.01%	965
2025 Q3	$1M	Buy	14,937 +4,574	+44%	+$297K	﹤0.01%	1318
2025 Q2	$650K	Buy	+10,363	New	+$609K	﹤0.01%	1420

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

Natixis Advisors's RDVY Position: Q2 2026 in Review

Natixis Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 38% in Q2 2026, buying an estimated $2.16M and bringing the position to 103,679 shares worth $8.4M. The position accounts for 0.01% of the portfolio, ranked #780.

Natixis 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.

Natixis Advisors held 103,679 shares of First Trust Rising Dividend Achievers ETF worth $8.4M as of Q2 2026.
Natixis Advisors bought 28,683 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.16M.
First Trust Rising Dividend Achievers ETF made up 0.01% of Natixis Advisors's portfolio in Q2 2026, its #780 holding.
Natixis 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 Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.