Salomon & Ludwin’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Salomon & Ludwin’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	$34.2K	Hold	425	–	–	﹤0.01%	762
2026 Q1	$29.3K	Hold	425	–	–	﹤0.01%	797
2025 Q4	$30.4K	Hold	425	–	–	﹤0.01%	605
2025 Q3	$28.8K	Hold	425	–	–	﹤0.01%	604
2025 Q2	$27K	Hold	425	–	–	﹤0.01%	343
2025 Q1	$24.9K	Hold	425	–	–	﹤0.01%	332
2024 Q4	$25.1K	Hold	425	–	–	﹤0.01%	322
2024 Q3	$25.2K	Hold	425	–	–	﹤0.01%	335
2024 Q2	$23.3K	Hold	425	–	–	﹤0.01%	341
2024 Q1	$23.9K	Sell	425 -6,409	-94%	-$336K	﹤0.01%	450
2023 Q4	$314K	Hold	6,834	–	–	0.03%	139
2023 Q3	$314K	Buy	+6,834	New	+$327K	0.03%	139

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

Salomon & Ludwin's RDVY Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 425 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Salomon & Ludwin first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $314K in Q4 2023. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Salomon & Ludwin held 425 shares of First Trust Rising Dividend Achievers ETF worth $34.2K as of Q2 2026.
Salomon & Ludwin left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #762 holding.
Salomon & Ludwin first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's First Trust Rising Dividend Achievers ETF position peaked at $314K in Q4 2023.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.