Opinicus Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Opinicus Capital’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	$2.97M	Buy	36,620 +17,923	+96%	+$1.35M	1.59%	18
2026 Q1	$1.28M	Buy	18,697 +95	+0.5%	+$6.76K	0.9%	35
2025 Q4	$1.29M	Buy	18,602 +449	+2%	+$30.5K	0.9%	34
2025 Q3	$1.22M	Buy	18,153 +293	+2%	+$19K	0.85%	32
2025 Q2	$1.12M	Buy	17,860 +833	+5%	+$49K	0.85%	30
2025 Q1	$997K	Sell	17,027 -1,535	-8%	-$93.3K	0.88%	36
2024 Q4	$1.1M	Sell	18,562 -374	-2%	-$22.8K	0.92%	31
2024 Q3	$1.12M	Sell	18,936 -180	-0.9%	-$10.2K	0.9%	35
2024 Q2	$1.05M	Sell	19,116 -129	-0.7%	-$7.05K	0.88%	36
2024 Q1	$1.08M	Sell	19,245 -73	-0.4%	-$3.83K	0.96%	34
2023 Q4	$998K	Buy	+19,318	New	+$913K	1.02%	35

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

Opinicus Capital's RDVY Position: Q2 2026 in Review

Opinicus Capital increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 96% in Q2 2026, buying an estimated $1.35M and bringing the position to 36,620 shares worth $2.97M. The position accounts for 1.59% of the portfolio, ranked #18.

Opinicus Capital first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Opinicus Capital held 36,620 shares of First Trust Rising Dividend Achievers ETF worth $2.97M as of Q2 2026.
Opinicus Capital bought 17,923 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.35M.
First Trust Rising Dividend Achievers ETF made up 1.59% of Opinicus Capital's portfolio in Q2 2026, its #18 holding.
Opinicus Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.