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

Savvy Advisors Inc’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 		$2.36M Buy
29,146
+482
+2% +$36.3K 0.05% 300
2026
Q1 		$1.96M Buy
28,664
+1,234
+4% +$87.8K 0.05% 273
2025
Q4 		$1.91M Buy
27,430
+7,026
+34% +$478K 0.06% 236
2025
Q3 		$1.37M Buy
20,404
+2,351
+13% +$153K 0.06% 217
2025
Q2 		$1.13M Buy
18,053
+745
+4% +$43.8K 0.08% 195
2025
Q1 		$1.01M Buy
17,308
+3,423
+25% +$208K 0.1% 164
2024
Q4 		$821K Buy
13,885
+300
+2% +$18.3K 0.1% 170
2024
Q3 		$804K Buy
13,585
+30
+0.2% +$1.71K 0.16% 129
2024
Q2 		$742K Buy
13,555
+540
+4% +$29.5K 0.24% 97
2024
Q1 		$731K Sell
13,015
-601
-4% -$31.5K 0.42% 60
2023
Q4 		$704K Buy
+13,616
New +$644K 0.68% 35

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savvy Advisors Inc's RDVY Position: Q2 2026 in Review

Savvy Advisors Inc increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.7% in Q2 2026, buying an estimated $36.3K and bringing the position to 29,146 shares worth $2.36M. The position accounts for 0.05% of the portfolio, ranked #300.

Savvy Advisors Inc first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Savvy Advisors Inc held 29,146 shares of First Trust Rising Dividend Achievers ETF worth $2.36M as of Q2 2026.
  • Savvy Advisors Inc bought 482 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $36.3K.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #300 holding.
  • Savvy Advisors Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
  • 819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.