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

Sanctuary 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	$28.1M	Buy	346,590 +21,513	+7%	+$1.62M	0.13%	164
2026 Q1	$22.2M	Buy	325,077 +5,606	+2%	+$399K	0.12%	185
2025 Q4	$22.2M	Sell	319,471 -10,241	-3%	-$696K	0.12%	184
2025 Q3	$22.2M	Buy	329,712 +38,444	+13%	+$2.49M	0.13%	174
2025 Q2	$18.3M	Buy	291,268 +19,957	+7%	+$1.17M	0.11%	196
2025 Q1	$15.9M	Buy	271,311 +54,506	+25%	+$3.31M	0.11%	198
2024 Q4	$13.7M	Sell	216,805 -10,674	-5%	-$651K	0.09%	245
2024 Q3	$14.5M	Buy	227,479 +9,123	+4%	+$519K	0.09%	244
2024 Q2	$11.8M	Buy	+218,356	New	+$11.9M	0.09%	252

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

Sanctuary Advisors's RDVY Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.6% in Q2 2026, buying an estimated $1.62M and bringing the position to 346,590 shares worth $28.1M. The position accounts for 0.13% of the portfolio, ranked #164.

Sanctuary Advisors first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Sanctuary Advisors held 346,590 shares of First Trust Rising Dividend Achievers ETF worth $28.1M as of Q2 2026.
Sanctuary Advisors bought 21,513 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.62M.
First Trust Rising Dividend Achievers ETF made up 0.13% of Sanctuary Advisors's portfolio in Q2 2026, its #164 holding.
Sanctuary Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.