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

Raleigh 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	$40.8K	Sell	503 -25	-5%	-$1.88K	0.01%	291
2026 Q1	$36K	Sell	528 -141	-21%	-$10K	0.01%	310
2025 Q4	$46.5K	Buy	669 +20	+3%	+$1.36K	0.02%	287
2025 Q3	$43.6K	Buy	649 +1	+0.2%	+$65	0.02%	274
2025 Q2	$40.6K	Buy	648 +165	+34%	+$9.7K	0.02%	283
2025 Q1	$28.3K	Buy	483 +1	+0.2%	+$61	0.01%	300
2024 Q4	$28.5K	Buy	482 +155	+47%	+$9.46K	0.01%	398
2024 Q3	$19.4K	Sell	327 -124	-27%	-$7.05K	0.01%	444
2024 Q2	$24.7K	Sell	451 -860	-66%	-$47K	0.01%	401
2024 Q1	$73.6K	Buy	1,311 +418	+47%	+$21.9K	0.03%	259
2023 Q4	$46.1K	Sell	893 -16	-2%	-$756	0.02%	286
2023 Q3	$41.8K	Buy	909 +4	+0.4%	+$191	0.02%	279
2023 Q2	$42.6K	Sell	905 -48	-5%	-$2.17K	0.02%	266
2023 Q1	$42.8K	Sell	953 -12	-1%	-$551	0.02%	266
2022 Q4	$42.4K	Buy	965 +5	+0.5%	+$219	0.02%	246
2022 Q3	$37K	Sell	960 -25	-3%	-$1.07K	0.02%	251
2022 Q2	$40K	Sell	985 -384	-28%	-$17.4K	0.02%	259
2022 Q1	$67K	Sell	1,369 -223	-14%	-$11.1K	0.04%	240
2021 Q4	$82K	Buy	+1,592	New	+$80.3K	0.08%	119

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

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

Raleigh Capital Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.7% in Q2 2026, selling an estimated $1.88K and leaving 503 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #291.

Raleigh Capital Management first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $82K in Q4 2021. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Raleigh Capital Management held 503 shares of First Trust Rising Dividend Achievers ETF worth $40.8K as of Q2 2026.
Raleigh Capital Management sold 25 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.88K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #291 holding.
Raleigh Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
Raleigh Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $82K in Q4 2021.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.