Principal Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Principal Securities’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	$12.1M	Buy	149,402 +7,167	+5%	+$539K	0.15%	134
2026 Q1	$9.71M	Buy	142,235 +1,183	+0.8%	+$84.2K	0.14%	135
2025 Q4	$9.8M	Buy	141,052 +9,753	+7%	+$663K	0.15%	127
2025 Q3	$8.83M	Buy	131,299 +8,843	+7%	+$574K	0.15%	132
2025 Q2	$7.68M	Sell	122,456 -18,117	-13%	-$1.07M	0.14%	141
2025 Q1	$8.31M	Buy	140,573 +401	+0.3%	+$24.4K	0.19%	105
2024 Q4	$8.29M	Buy	140,172 +51,575	+58%	+$3.15M	0.19%	104
2024 Q3	$5.25M	Sell	88,597 -1,527	-2%	-$86.8K	0.13%	158
2024 Q2	$4.93M	Buy	90,124 +1,701	+2%	+$93K	0.14%	142
2024 Q1	$4.97M	Sell	88,423 -443	-0.5%	-$23.2K	0.15%	129
2023 Q4	$4.59M	Buy	+88,866	New	+$4.2M	0.17%	121

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

Principal Securities's RDVY Position: Q2 2026 in Review

Principal Securities increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5% in Q2 2026, buying an estimated $539K and bringing the position to 149,402 shares worth $12.1M. The position accounts for 0.15% of the portfolio, ranked #134.

Principal Securities first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 818 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Principal Securities held 149,402 shares of First Trust Rising Dividend Achievers ETF worth $12.1M as of Q2 2026.
Principal Securities bought 7,167 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $539K.
First Trust Rising Dividend Achievers ETF made up 0.15% of Principal Securities's portfolio in Q2 2026, its #134 holding.
Principal Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
818 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.