Private Client Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Private Client Services’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	$1M	Buy	12,343 +218	+2%	+$16.4K	0.26%	76
2026 Q1	$828K	Buy	12,125 +4,135	+52%	+$294K	0.25%	73
2025 Q4	$555K	Sell	7,990 -1,147	-13%	-$78K	0.17%	98
2025 Q3	$615K	Buy	9,137 +2,689	+42%	+$174K	0.21%	89
2025 Q2	$405K	Buy	+6,448	New	+$379K	0.16%	127
2025 Q1	–	Sell	-3,877	Closed	-$229K	–	205
2024 Q4	$229K	Sell	3,877 -511	-12%	-$31.2K	0.12%	166
2024 Q3	$260K	Buy	+4,388	New	+$250K	0.14%	139

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

Private Client Services's RDVY Position: Q2 2026 in Review

Private Client Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.8% in Q2 2026, buying an estimated $16.4K and bringing the position to 12,343 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #76.

Private Client Services first reported a position in RDVY in Q3 2024 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Private Client Services held 12,343 shares of First Trust Rising Dividend Achievers ETF worth $1M as of Q2 2026.
Private Client Services bought 218 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $16.4K.
First Trust Rising Dividend Achievers ETF made up 0.26% of Private Client Services's portfolio in Q2 2026, its #76 holding.
Private Client Services first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.