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RDVY icon

&Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

&Partners’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 		$28.6M Buy
352,932
+21,112
+6% +$1.59M 0.12% 157
2026
Q1 		$22.6M Sell
331,820
-3,040
-0.9% -$216K 0.11% 171
2025
Q4 		$23.3M Buy
334,860
+101,889
+44% +$6.93M 0.12% 157
2025
Q3 		$15.7M Buy
232,971
+86,254
+59% +$5.6M 0.1% 187
2025
Q2 		$9.2M Buy
146,717
+62,773
+75% +$3.69M 0.07% 245
2025
Q1 		$4.92M Sell
83,944
-3,354
-4% -$204K 0.05% 297
2024
Q4 		$5.21M Sell
87,298
-330
-0.4% -$20.1K 0.06% 273
2024
Q3 		$5.21M Buy
87,628
+49,803
+132% +$2.83M 0.1% 197
2024
Q2 		$2.07M Buy
37,825
+2,014
+6% +$110K 0.09% 209
2024
Q1 		$2.01M Buy
+35,811
New +$1.88M 0.28% 73

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

&Partners's RDVY Position: Q2 2026 in Review

&Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.4% in Q2 2026, buying an estimated $1.59M and bringing the position to 352,932 shares worth $28.6M. The position accounts for 0.12% of the portfolio, ranked #157.

&Partners first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • &Partners held 352,932 shares of First Trust Rising Dividend Achievers ETF worth $28.6M as of Q2 2026.
  • &Partners bought 21,112 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.59M.
  • First Trust Rising Dividend Achievers ETF made up 0.12% of &Partners's portfolio in Q2 2026, its #157 holding.
  • &Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.