Rothschild Investment LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Rothschild Investment LLC’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	$95.8K	Sell	1,182 -55	-4%	-$4.14K	﹤0.01%	1066
2026 Q1	$84.5K	Hold	1,237	–	–	﹤0.01%	952
2025 Q4	$85.9K	Buy	1,237 +625	+102%	+$42.5K	﹤0.01%	855
2025 Q3	$41.2K	Hold	612	–	–	﹤0.01%	1050
2025 Q2	$38.4K	Hold	612	–	–	﹤0.01%	847
2025 Q1	$35.8K	Hold	612	–	–	﹤0.01%	862
2024 Q4	$36.2K	Hold	612	–	–	﹤0.01%	857
2024 Q3	$36.2K	Hold	612	–	–	﹤0.01%	859
2024 Q2	$33.5K	Hold	612	–	–	﹤0.01%	851
2024 Q1	$34.4K	Hold	612	–	–	﹤0.01%	809
2023 Q4	$31.6K	Buy	+612	New	+$28.9K	﹤0.01%	753

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rothschild Investment LLC's RDVY Position: Q2 2026 in Review

Rothschild Investment LLC reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.4% in Q2 2026, selling an estimated $4.14K and leaving 1,182 shares worth $95.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Rothschild Investment LLC first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 702 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Rothschild Investment LLC held 1,182 shares of First Trust Rising Dividend Achievers ETF worth $95.8K as of Q2 2026.
Rothschild Investment LLC sold 55 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.14K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1066 holding.
Rothschild Investment LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
702 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.