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Realta Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Realta Investment Advisors’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 		$549K Buy
6,769
+192
+3% +$14.4K 0.17% 127
2026
Q1 		$449K Buy
6,577
+549
+9% +$39.1K 0.16% 133
2025
Q4 		$419K Buy
6,028
+7
+0.1% +$476 0.14% 141
2025
Q3 		$405K Buy
6,021
+238
+4% +$15.4K 0.14% 134
2025
Q2 		$363K Buy
5,783
+74
+1% +$4.35K 0.14% 131
2025
Q1 		$334K Sell
5,709
-598
-9% -$36.3K 0.15% 130
2024
Q4 		$376K Buy
6,307
+1,129
+22% +$68.9K 0.15% 126
2024
Q3 		$314K Sell
5,178
-10,885
-68% -$619K 0.14% 136
2024
Q2 		$879K Buy
16,063
+5,110
+47% +$279K 0.17% 131
2024
Q1 		$615K Sell
10,953
-1,619
-13% -$84.9K 0.13% 196
2023
Q4 		$650K Sell
12,572
-3,318
-21% -$157K 0.15% 174
2023
Q3 		$748K Hold
15,890
– – 0.17% 137
2023
Q2 		$748K Buy
15,890
+2,977
+23% +$135K 0.16% 146
2023
Q1 		$579K Sell
12,913
-420
-3% -$19.3K 0.14% 186
2022
Q4 		$586K Sell
13,333
-4,143
-24% -$181K 0.14% 173
2022
Q3 		$679K Sell
17,476
-411
-2% -$17.7K 0.18% 144
2022
Q2 		$735K Buy
17,887
+696
+4% +$31.6K 0.18% 130
2022
Q1 		$842K Buy
17,191
+1,215
+8% +$60.7K 0.17% 135
2021
Q4 		$827K Buy
15,976
+4,933
+45% +$249K 0.18% 137
2021
Q3 		$524K Buy
11,043
+3,567
+48% +$173K 0.12% 193
2021
Q2 		$359K Buy
7,476
+246
+3% +$11.8K 0.09% 257
2021
Q1 		$329K Buy
7,230
+94
+1% +$4.01K 0.09% 261
2020
Q4 		$285K Buy
7,136
+495
+7% +$18K 0.08% 256
2020
Q3 		$217K Buy
+6,641
New +$216K 0.07% 278
2020
Q1 		– Sell
-2,786
Closed -$97K – 1139
2019
Q4 		$97K Buy
2,786
+931
+50% +$31.5K 0.03% 511
2019
Q3 		$60K Buy
1,855
+1,679
+954% +$52.5K 0.02% 628
2019
Q2 		$5K Buy
+176
New +$5.37K ﹤0.01% 1379

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Realta Investment Advisors's RDVY Position: Q2 2026 in Review

Realta Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.9% in Q2 2026, buying an estimated $14.4K and bringing the position to 6,769 shares worth $549K. The position accounts for 0.17% of the portfolio, ranked #127.

Realta Investment Advisors first reported a position in RDVY in Q2 2019 and has held it in 27 quarters since. The position peaked at $879K in Q2 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Realta Investment Advisors held 6,769 shares of First Trust Rising Dividend Achievers ETF worth $549K as of Q2 2026.
  • Realta Investment Advisors bought 192 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $14.4K.
  • First Trust Rising Dividend Achievers ETF made up 0.17% of Realta Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Realta Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2019 and has held it in 27 quarters since.
  • Realta Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $879K in Q2 2024.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.