NewEdge Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

NewEdge Wealth’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	$5.02M	Sell	61,975 -1,928	-3%	-$145K	0.05%	237
2026 Q1	$4.36M	Buy	63,903 +294	+0.5%	+$20.9K	0.05%	245
2025 Q4	$4.42M	Sell	63,609 -1,680	-3%	-$114K	0.05%	259
2025 Q3	$4.41M	Sell	65,289 -562	-0.9%	-$36.5K	0.06%	231
2025 Q2	$4.18M	Buy	65,851 +19,744	+43%	+$1.16M	0.07%	238
2025 Q1	$2.7M	Sell	46,107 -786	-2%	-$47.8K	0.05%	291
2024 Q4	$2.77M	Sell	46,893 -13,678	-23%	-$835K	0.05%	292
2024 Q3	$3.59M	Sell	60,571 -1,195	-2%	-$68K	0.06%	255
2024 Q2	$3.38M	Sell	61,766 -968	-2%	-$52.9K	0.07%	224
2024 Q1	$3.37M	Sell	62,734 -380	-0.6%	-$19.9K	0.08%	221
2023 Q4	$3.26M	Sell	63,114 -949	-1%	-$44.9K	0.08%	205
2023 Q3	$2.94M	Buy	64,063 +19,131	+43%	+$915K	0.09%	186
2023 Q2	$2.12M	Buy	44,932 +38,408	+589%	+$1.74M	0.07%	241
2023 Q1	$293K	Buy	+6,524	New	+$300K	0.01%	506

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

NewEdge Wealth's RDVY Position: Q2 2026 in Review

NewEdge Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3% in Q2 2026, selling an estimated $145K and leaving 61,975 shares worth $5.02M. The position accounts for 0.05% of the portfolio, ranked #237.

NewEdge Wealth first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

NewEdge Wealth held 61,975 shares of First Trust Rising Dividend Achievers ETF worth $5.02M as of Q2 2026.
NewEdge Wealth sold 1,928 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $145K.
First Trust Rising Dividend Achievers ETF made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #237 holding.
NewEdge Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.