Prospera Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Prospera Financial 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	$89.6M	Sell	1,105,561 -65,501	-6%	-$4.93M	1.3%	8
2026 Q1	$80M	Buy	1,171,062 +57,154	+5%	+$4.07M	1.29%	7
2025 Q4	$77.4M	Buy	1,113,908 +22,989	+2%	+$1.56M	1.27%	9
2025 Q3	$73.4M	Buy	1,090,919 +30,778	+3%	+$2M	1.25%	9
2025 Q2	$66.5M	Buy	1,060,141 +104,476	+11%	+$6.14M	1.24%	8
2025 Q1	$56M	Buy	955,665 +95,590	+11%	+$5.81M	1.29%	7
2024 Q4	$50.9M	Sell	860,075 -30,305	-3%	-$1.85M	1.19%	8
2024 Q3	$52.7M	Buy	890,380 +26,384	+3%	+$1.5M	1.35%	7
2024 Q2	$47.3M	Buy	863,996 +37,791	+5%	+$2.07M	1.32%	9
2024 Q1	$46.4M	Buy	826,205 +42,056	+5%	+$2.21M	1.38%	10
2023 Q4	$40.5M	Buy	784,149 +67,998	+9%	+$3.21M	1.34%	7
2023 Q3	$32.9M	Buy	716,151 +68,175	+11%	+$3.26M	1.27%	8
2023 Q2	$30.5M	Buy	647,976 +34,265	+6%	+$1.55M	1.17%	8
2023 Q1	$27.5M	Sell	613,711 -388	-0.1%	-$17.8K	1.13%	7
2022 Q4	$27M	Buy	614,099 +72,837	+13%	+$3.18M	1.35%	5
2022 Q3	$21M	Buy	541,262 +54,680	+11%	+$2.35M	1.1%	11
2022 Q2	$19.9M	Buy	486,582 +29,629	+6%	+$1.34M	1.02%	10
2022 Q1	$22.4M	Buy	456,953 +123,447	+37%	+$6.16M	0.94%	12
2021 Q4	$17.3M	Buy	333,506 +42,899	+15%	+$2.16M	0.75%	15
2021 Q3	$13.8M	Buy	290,607 +96,762	+50%	+$4.69M	0.69%	16
2021 Q2	$9.31M	Buy	193,845 +70,758	+57%	+$3.39M	0.47%	26
2021 Q1	$5.6M	Buy	123,087 +34,860	+40%	+$1.49M	0.33%	57
2020 Q4	$3.52M	Buy	+88,227	New	+$3.21M	0.24%	92
2020 Q3	–	Sell	-73,588	Closed	-$2.27M	–	1681
2020 Q2	$2.27M	Buy	73,588 +21,666	+42%	+$631K	0.2%	127
2020 Q1	$1.33M	Buy	51,922 +6,677	+15%	+$217K	0.14%	175
2019 Q4	$1.62M	Buy	45,245 +19,044	+73%	+$645K	0.13%	201
2019 Q3	$835K	Buy	26,201 +12,389	+90%	+$387K	0.09%	204
2019 Q2	$431K	Buy	13,812 +893	+7%	+$27.3K	0.05%	315
2019 Q1	$401K	Buy	+12,919	New	+$378K	0.13%	202

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

Prospera Financial Services's RDVY Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.6% in Q2 2026, selling an estimated $4.93M and leaving 1,105,561 shares worth $89.6M. The position accounts for 1.3% of the portfolio, ranked #8.

Prospera Financial Services first reported a position in RDVY in Q1 2019 and has held it in 29 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Prospera Financial Services held 1,105,561 shares of First Trust Rising Dividend Achievers ETF worth $89.6M as of Q2 2026.
Prospera Financial Services sold 65,501 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.93M.
First Trust Rising Dividend Achievers ETF made up 1.3% of Prospera Financial Services's portfolio in Q2 2026, its #8 holding.
Prospera Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2019 and has held it in 29 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.