Prepared Retirement Institute’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Prepared Retirement Institute’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	$1.04M	Buy	12,852 +169	+1%	+$12.7K	0.44%	34
2026 Q1	$866K	Buy	12,683 +31	+0.2%	+$2.21K	0.43%	34
2025 Q4	$879K	Buy	12,652 +22	+0.2%	+$1.5K	0.44%	31
2025 Q3	$849K	Buy	12,630 +1,832	+17%	+$119K	0.44%	31
2025 Q2	$677K	Buy	10,798 +29	+0.3%	+$1.71K	0.4%	36
2025 Q1	$630K	Buy	+10,769	New	+$655K	0.4%	36

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

Prepared Retirement Institute's RDVY Position: Q2 2026 in Review

Prepared Retirement Institute increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 12,852 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #34.

Prepared Retirement Institute first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Prepared Retirement Institute held 12,852 shares of First Trust Rising Dividend Achievers ETF worth $1.04M as of Q2 2026.
Prepared Retirement Institute bought 169 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $12.7K.
First Trust Rising Dividend Achievers ETF made up 0.44% of Prepared Retirement Institute's portfolio in Q2 2026, its #34 holding.
Prepared Retirement Institute first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.