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

ORBA Wealth 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	$2.17M	Sell	26,824 -4,373	-14%	-$329K	1.86%	17
2026 Q1	$2.13M	Sell	31,197 -7,311	-19%	-$520K	2.54%	13
2025 Q4	$2.68M	Sell	38,508 -5,114	-12%	-$348K	2.32%	11
2025 Q3	$2.93M	Sell	43,622 -5,026	-10%	-$326K	2.42%	13
2025 Q2	$3.05M	Sell	48,648 -41,274	-46%	-$2.43M	2.78%	11
2025 Q1	$5.26M	Buy	89,922 +10,241	+13%	+$622K	2.65%	9
2024 Q4	$4.71M	Sell	79,681 -5,983	-7%	-$365K	2.46%	11
2024 Q3	$5.07M	Sell	85,664 -2,697	-3%	-$153K	2.57%	12
2024 Q2	$4.84M	Buy	88,361 +1,180	+1%	+$64.5K	2.5%	13
2024 Q1	$4.9M	Sell	87,181 -1,170	-1%	-$61.4K	2.71%	12
2023 Q4	$4.57M	Buy	+88,351	New	+$4.18M	2.74%	11

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

ORBA Wealth Advisors's RDVY Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 14% in Q2 2026, selling an estimated $329K and leaving 26,824 shares worth $2.17M. The position accounts for 1.86% of the portfolio, ranked #17.

ORBA Wealth Advisors first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.26M in Q1 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

ORBA Wealth Advisors held 26,824 shares of First Trust Rising Dividend Achievers ETF worth $2.17M as of Q2 2026.
ORBA Wealth Advisors sold 4,373 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $329K.
First Trust Rising Dividend Achievers ETF made up 1.86% of ORBA Wealth Advisors's portfolio in Q2 2026, its #17 holding.
ORBA Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $5.26M in Q1 2025.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.