RPS Advisory Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

RPS Advisory Solutions’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	$502K	Buy	+6,189	New	+$465K	0.33%	56
2025 Q1	–	Sell	-33,657	Closed	-$1.99M	–	110
2024 Q4	$1.99M	Buy	+33,657	New	+$2.05M	1.24%	18

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

RPS Advisory Solutions's RDVY Position: Q2 2026 in Review

RPS Advisory Solutions opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 6,189 shares worth $502K. The stake represents 0.33% of the portfolio and ranks #56 among its holdings. This is a return to the name: RPS Advisory Solutions previously reported a position in RDVY as recently as Q4 2024.

RPS Advisory Solutions first reported a position in RDVY in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.99M in Q4 2024. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

RPS Advisory Solutions held 6,189 shares of First Trust Rising Dividend Achievers ETF worth $502K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new RPS Advisory Solutions position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.33% of RPS Advisory Solutions's portfolio in Q2 2026, its #56 holding.
RPS Advisory Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 2 quarters since.
RPS Advisory Solutions's First Trust Rising Dividend Achievers ETF position peaked at $1.99M in Q4 2024.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on RPS Advisory Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.