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

RiverTree 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	$1.48M	Sell	18,242 -5,298	-23%	-$398K	0.87%	33
2026 Q1	$1.61M	Buy	23,540 +20,644	+713%	+$1.47M	1.02%	29
2025 Q4	$201K	Buy	+2,896	New	+$197K	0.13%	61
2025 Q2	–	Sell	-44,517	Closed	-$2.61M	–	62
2025 Q1	$2.61M	Buy	+44,517	New	+$2.71M	1.74%	18
2022 Q4	–	Sell	-170,688	Closed	-$6.64M	–	43
2022 Q3	$6.64M	Buy	170,688 +3,664	+2%	+$158K	5.43%	9
2022 Q2	$6.83M	Sell	167,024 -2,551	-2%	-$116K	5.32%	10
2022 Q1	$8.31M	Buy	169,575 +41,959	+33%	+$2.1M	5.59%	9
2021 Q4	$6.61M	Buy	127,616 +2,498	+2%	+$126K	4.23%	10
2021 Q3	$5.94M	Sell	125,118 -3,282	-3%	-$159K	4.05%	10
2021 Q2	$6.17M	Sell	128,400 -2,092	-2%	-$100K	4.17%	12
2021 Q1	$5.94M	Sell	130,492 -20,367	-14%	-$868K	4.16%	9
2020 Q4	$6.03M	Buy	+150,859	New	+$5.49M	4.82%	8

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

RiverTree Advisors's RDVY Position: Q2 2026 in Review

RiverTree Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 23% in Q2 2026, selling an estimated $398K and leaving 18,242 shares worth $1.48M. The position accounts for 0.87% of the portfolio, ranked #33.

RiverTree Advisors first reported a position in RDVY in Q4 2020 and has held it in 12 quarters since. The position peaked at $8.31M in Q1 2022. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

RiverTree Advisors held 18,242 shares of First Trust Rising Dividend Achievers ETF worth $1.48M as of Q2 2026.
RiverTree Advisors sold 5,298 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $398K.
First Trust Rising Dividend Achievers ETF made up 0.87% of RiverTree Advisors's portfolio in Q2 2026, its #33 holding.
RiverTree Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 12 quarters since.
RiverTree Advisors's First Trust Rising Dividend Achievers ETF position peaked at $8.31M in Q1 2022.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.