QRG Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

QRG Capital Management’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	$1.8M	Buy	22,155 +16,964	+327%	+$1.28M	0.01%	488
2026 Q1	$354K	Buy	5,191 +410	+9%	+$29.2K	﹤0.01%	892
2025 Q4	$332K	Sell	4,781 -465	-9%	-$31.6K	﹤0.01%	884
2025 Q3	$353K	Buy	+5,246	New	+$340K	﹤0.01%	836

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

QRG Capital Management's RDVY Position: Q2 2026 in Review

QRG Capital Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 327% in Q2 2026, buying an estimated $1.28M and bringing the position to 22,155 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #488.

QRG Capital Management first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

QRG Capital Management held 22,155 shares of First Trust Rising Dividend Achievers ETF worth $1.8M as of Q2 2026.
QRG Capital Management bought 16,964 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.28M.
First Trust Rising Dividend Achievers ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #488 holding.
QRG Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.