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Regatta Capital Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Regatta Capital Group’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 		$1.77M Buy
21,875
+353
+2% +$26.5K 0.24% 73
2026
Q1 		$1.47M Sell
21,522
-84
-0.4% -$5.98K 0.22% 75
2025
Q4 		$1.5M Sell
21,606
-395
-2% -$26.9K 0.23% 73
2025
Q3 		$1.48M Buy
22,001
+7
+0% +$454 0.23% 72
2025
Q2 		$1.38M Sell
21,994
-528
-2% -$31.1K 0.24% 71
2025
Q1 		$1.32M Buy
22,522
+233
+1% +$14.2K 0.26% 67
2024
Q4 		$1.32M Sell
22,289
-406
-2% -$24.8K 0.26% 62
2024
Q3 		$1.34M Sell
22,695
-116,726
-84% -$6.64M 0.26% 64
2024
Q2 		$7.63M Sell
139,421
-6,684
-5% -$365K 1.64% 17
2024
Q1 		$8.21M Sell
146,105
-64,469
-31% -$3.38M 1.85% 16
2023
Q4 		$10.9M Sell
210,574
-111,890
-35% -$5.29M 2.86% 7
2023
Q3 		$14.8M Sell
322,464
-8,786
-3% -$420K 4.7% 4
2023
Q2 		$15.6M Buy
331,250
+20,013
+6% +$905K 4.96% 4
2023
Q1 		$13.7M Hold
311,237
– – 4.87% 4
2022
Q4 		$13.7M Buy
311,237
+29,249
+10% +$1.28M 4.87% 4
2022
Q3 		$11.5M Buy
281,988
+3,089
+1% +$133K 4.72% 4
2022
Q2 		$11.4M Buy
278,899
+15,478
+6% +$702K 5.44% 4
2022
Q1 		$12.9M Buy
+263,421
New +$13.2M 4.45% 4

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

Regatta Capital Group's RDVY Position: Q2 2026 in Review

Regatta Capital Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $26.5K and bringing the position to 21,875 shares worth $1.77M. The position accounts for 0.24% of the portfolio, ranked #73.

Regatta Capital Group first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.6M in Q2 2023. 816 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Regatta Capital Group held 21,875 shares of First Trust Rising Dividend Achievers ETF worth $1.77M as of Q2 2026.
  • Regatta Capital Group bought 353 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $26.5K.
  • First Trust Rising Dividend Achievers ETF made up 0.24% of Regatta Capital Group's portfolio in Q2 2026, its #73 holding.
  • Regatta Capital Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • Regatta Capital Group's First Trust Rising Dividend Achievers ETF position peaked at $15.6M in Q2 2023.
  • 816 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.