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 Q2	$1.79M	Buy	22,049 +9,938	+82%	+$747K	0.03%	349
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	–	3444
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 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

Parallel Advisors's RDVY Position: Q2 2026 in Review

Parallel Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 82% in Q2 2026, buying an estimated $747K and bringing the position to 22,049 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #349.

Parallel Advisors first reported a position in RDVY in Q2 2023 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Parallel Advisors held 22,049 shares of First Trust Rising Dividend Achievers ETF worth $1.79M as of Q2 2026.
Parallel Advisors bought 9,938 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $747K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Parallel Advisors's portfolio in Q2 2026, its #349 holding.
Parallel Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.