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

Rise 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	$39.8M	Buy	490,602 +18,206	+4%	+$1.37M	11.19%	2
2026 Q1	$32.5M	Buy	472,396 +31,630	+7%	+$2.25M	11.46%	2
2025 Q4	$30.6M	Buy	440,766 +433,400	+5,884%	+$29.5M	10.92%	2
2025 Q3	$495K	Buy	7,366 +1,707	+30%	+$111K	0.18%	48
2025 Q2	$355K	Buy	5,659 +5,134	+978%	+$302K	0.14%	64
2025 Q1	$30.7K	Buy	+525	New	+$31.9K	0.01%	319
2022 Q1	–	Sell	-1	Closed	-$30	–	671
2021 Q4	$30	Buy	+1	New	+$50	﹤0.01%	649

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

Rise Advisors's RDVY Position: Q2 2026 in Review

Rise Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.9% in Q2 2026, buying an estimated $1.37M and bringing the position to 490,602 shares worth $39.8M. The position accounts for 11.19% of the portfolio, ranked #2.

Rise Advisors first reported a position in RDVY in Q4 2021 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Rise Advisors held 490,602 shares of First Trust Rising Dividend Achievers ETF worth $39.8M as of Q2 2026.
Rise Advisors bought 18,206 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.37M.
First Trust Rising Dividend Achievers ETF made up 11.19% of Rise Advisors's portfolio in Q2 2026, its #2 holding.
Rise Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 7 quarters since.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.