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

Prism 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 		$1.96M Buy
24,194
+105
+0.4% +$7.9K 0.48% 37
2026
Q1 		$1.64M Sell
24,089
-997
-4% -$71K 0.44% 39
2025
Q4 		$1.74M Buy
25,086
+231
+0.9% +$15.7K 0.46% 38
2025
Q3 		$1.67M Buy
24,855
+1,356
+6% +$88K 0.45% 38
2025
Q2 		$1.47M Buy
23,499
+1,130
+5% +$66.5K 0.42% 37
2025
Q1 		$1.31M Sell
22,369
-2,882
-11% -$175K 0.4% 33
2024
Q4 		$1.49M Sell
25,251
-1,669
-6% -$102K 0.45% 31
2024
Q3 		$1.59M Buy
26,920
+3,621
+16% +$206K 0.46% 31
2024
Q2 		$1.28M Sell
23,299
-1,632
-7% -$89.2K 0.39% 32
2024
Q1 		$1.4M Buy
24,931
+794
+3% +$41.6K 0.42% 26
2023
Q4 		$1.25M Buy
24,137
+4,908
+26% +$232K 0.4% 29
2023
Q3 		$884K Sell
19,229
-6,293
-25% -$301K 0.31% 32
2023
Q2 		$1.2M Buy
25,522
+1,732
+7% +$78.3K 0.4% 25
2023
Q1 		$1.07M Buy
23,790
+6,622
+39% +$304K 0.37% 26
2022
Q4 		$754K Sell
17,168
-184
-1% -$8.04K 0.28% 30
2022
Q3 		$675K Buy
17,352
+180
+1% +$7.74K 0.27% 37
2022
Q2 		$703K Sell
17,172
-809
-4% -$36.7K 0.27% 32
2022
Q1 		$881K Sell
17,981
-185
-1% -$9.24K 0.3% 30
2021
Q4 		$941K Buy
18,166
+3,113
+21% +$157K 0.31% 28
2021
Q3 		$715K Sell
15,053
-960
-6% -$46.5K 0.25% 31
2021
Q2 		$769K Sell
16,013
-428
-3% -$20.5K 0.27% 33
2021
Q1 		$748K Sell
16,441
-1,418
-8% -$60.5K 0.27% 30
2020
Q4 		$713K Buy
17,859
+425
+2% +$15.5K 0.27% 31
2020
Q3 		$571K Buy
+17,434
New +$566K 0.24% 30

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

Prism Advisors's RDVY Position: Q2 2026 in Review

Prism Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.44% in Q2 2026, buying an estimated $7.9K and bringing the position to 24,194 shares worth $1.96M. The position accounts for 0.48% of the portfolio, ranked #37.

Prism Advisors first reported a position in RDVY in Q3 2020 and has held it in 24 quarters since. 816 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Prism Advisors held 24,194 shares of First Trust Rising Dividend Achievers ETF worth $1.96M as of Q2 2026.
  • Prism Advisors bought 105 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.9K.
  • First Trust Rising Dividend Achievers ETF made up 0.48% of Prism Advisors's portfolio in Q2 2026, its #37 holding.
  • Prism Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and has held it in 24 quarters since.
  • 816 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.