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RDVY icon

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

Parallel 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
Q1 		$827K Buy
12,111
+9,945
+459% +$708K 0.01% 543
2025
Q4 		$150K Buy
2,166
+2,156
+21,560% +$147K ﹤0.01% 1228
2025
Q3 		$673 Hold
10
– – ﹤0.01% 3293
2025
Q2 		$627 Hold
10
– – ﹤0.01% 3279
2025
Q1 		$585 Hold
10
– – ﹤0.01% 3217
2024
Q4 		$591 Buy
+10
New +$610 ﹤0.01% 3196
2023
Q4 		– Sell
-122
Closed -$5.61K – 3458
2023
Q3 		$5.61K Sell
122
-60
-33% -$2.87K ﹤0.01% 2465
2023
Q2 		$8.57K Buy
+182
New +$8.23K ﹤0.01% 2236

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return