Raymond James Financial
RDVY icon

Raymond James Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Raymond James Financial’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 		$1.04B Buy
12,803,482
+459,192
+4% +$34.5M 0.28% 60
2026
Q1 		$843M Buy
12,344,290
+1,058,580
+9% +$75.4M 0.26% 63
2025
Q4 		$784M Buy
11,285,710
+243,585
+2% +$16.6M 0.24% 71
2025
Q3 		$743M Sell
11,042,125
-159,348
-1% -$10.3M 0.24% 72
2025
Q2 		$703M Buy
11,201,473
+198,938
+2% +$11.7M 0.24% 74
2025
Q1 		$644M Buy
11,002,535
+971,388
+10% +$59M 0.24% 75
2024
Q4 		$593M Buy
+10,031,147
New +$612M 0.22% 74

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's RDVY Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.7% in Q2 2026, buying an estimated $34.5M and bringing the position to 12,803,482 shares worth $1.04B. The position accounts for 0.28% of the portfolio, ranked #60.

Raymond James Financial first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Raymond James Financial held 12,803,482 shares of First Trust Rising Dividend Achievers ETF worth $1.04B as of Q2 2026.
  • Raymond James Financial bought 459,192 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $34.5M.
  • First Trust Rising Dividend Achievers ETF made up 0.28% of Raymond James Financial's portfolio in Q2 2026, its #60 holding.
  • Raymond James Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.