Richmond Investment Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Richmond Investment Services’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	$962K	Sell	11,869 -13,022	-52%	-$979K	0.3%	50
2026 Q1	$1.7M	Buy	24,891 +521	+2%	+$37.1K	0.27%	63
2025 Q4	$1.69M	Buy	24,370 +424	+2%	+$28.8K	0.29%	54
2025 Q3	$1.61M	Sell	23,946 -7,172	-23%	-$465K	0.3%	54
2025 Q2	$1.95M	Buy	31,118 +10,519	+51%	+$619K	0.41%	41
2025 Q1	$1.21M	Sell	20,599 -1,274	-6%	-$77.4K	0.66%	32
2024 Q4	$1.29M	Buy	+21,873	New	+$1.33M	0.73%	28

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

Richmond Investment Services's RDVY Position: Q2 2026 in Review

Richmond Investment Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 52% in Q2 2026, selling an estimated $979K and leaving 11,869 shares worth $962K. The position accounts for 0.3% of the portfolio, ranked #50.

Richmond Investment Services first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2025. 818 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Richmond Investment Services held 11,869 shares of First Trust Rising Dividend Achievers ETF worth $962K as of Q2 2026.
Richmond Investment Services sold 13,022 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $979K.
First Trust Rising Dividend Achievers ETF made up 0.3% of Richmond Investment Services's portfolio in Q2 2026, its #50 holding.
Richmond Investment Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's First Trust Rising Dividend Achievers ETF position peaked at $1.95M in Q2 2025.
818 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.