Prudential plc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Prudential plc’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	$18.4M	Buy	+227,200	New	+$17.1M	0.1%	124
2026 Q1	–	Sell	-245,700	Closed	-$17.1M	–	732
2025 Q4	$17.1M	Sell	245,700 -241,400	-50%	-$16.4M	0.14%	120
2025 Q3	$32.8M	Buy	+487,100	New	+$31.6M	0.24%	47
2025 Q2	–	Sell	-30,500	Closed	-$1.79M	–	801
2025 Q1	$1.79M	Hold	30,500	–	–	0.01%	404
2024 Q4	$1.8M	Buy	+30,500	New	+$1.86M	0.01%	415
2024 Q2	–	Sell	-10,500	Closed	-$590K	–	793
2024 Q1	$590K	Sell	10,500 -62,500	-86%	-$3.28M	﹤0.01%	577
2023 Q4	$3.77M	Buy	73,000 +37,800	+107%	+$1.79M	0.04%	293
2023 Q3	$1.62M	Buy	+35,200	New	+$1.68M	0.02%	429
2023 Q1	–	Sell	-53,000	Closed	-$2.33M	–	897
2022 Q4	$2.33M	Buy	53,000 +36,000	+212%	+$1.57M	0.03%	337
2022 Q3	$661K	Buy	17,000 +1,800	+12%	+$77.4K	0.01%	504
2022 Q2	$622K	Buy	+15,200	New	+$689K	0.01%	497

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

Prudential plc's RDVY Position: Q2 2026 in Review

Prudential plc opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 227,200 shares worth $18.4M. The stake represents 0.1% of the portfolio and ranks #124 among its holdings. This is a return to the name: Prudential plc previously reported a position in RDVY as recently as Q4 2025.

Prudential plc first reported a position in RDVY in Q2 2022 and has held it in 11 quarters since. The position peaked at $32.8M in Q3 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Prudential plc held 227,200 shares of First Trust Rising Dividend Achievers ETF worth $18.4M as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Prudential plc position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.1% of Prudential plc's portfolio in Q2 2026, its #124 holding.
Prudential plc first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 11 quarters since.
Prudential plc's First Trust Rising Dividend Achievers ETF position peaked at $32.8M in Q3 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Prudential plc's 13F filing for Q2 2026, filed 14 Aug 2026.