Novem Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Novem Group’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	$1.68M	Sell	20,668 -308	-1%	-$23.2K	0.17%	113
2026 Q1	$1.43M	Buy	20,976 +333	+2%	+$23.7K	0.16%	109
2025 Q4	$1.43M	Buy	20,643 +1,114	+6%	+$75.7K	0.16%	108
2025 Q3	$1.31M	Buy	19,529 +439	+2%	+$28.5K	0.15%	124
2025 Q2	$1.2M	Buy	19,090 +555	+3%	+$32.6K	0.15%	110
2025 Q1	$1.09M	Buy	18,535 +669	+4%	+$40.7K	0.15%	118
2024 Q4	$1.06M	Buy	+17,866	New	+$1.09M	0.15%	110

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

Novem Group's RDVY Position: Q2 2026 in Review

Novem Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.5% in Q2 2026, selling an estimated $23.2K and leaving 20,668 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #113.

Novem Group first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Novem Group held 20,668 shares of First Trust Rising Dividend Achievers ETF worth $1.68M as of Q2 2026.
Novem Group sold 308 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $23.2K.
First Trust Rising Dividend Achievers ETF made up 0.17% of Novem Group's portfolio in Q2 2026, its #113 holding.
Novem Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.