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SBI Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

SBI Securities’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 		$25.6K Buy
316
+35
+12% +$2.63K ﹤0.01% 1457
2026
Q1 		$19.2K Buy
281
+2
+0.7% +$142 ﹤0.01% 1478
2025
Q4 		$19.4K Buy
279
+17
+6% +$1.16K ﹤0.01% 1458
2025
Q3 		$17.6K Buy
262
+34
+15% +$2.21K ﹤0.01% 1505
2025
Q2 		$14.3K Buy
228
+21
+10% +$1.24K ﹤0.01% 1539
2025
Q1 		$12.1K Buy
207
+55
+36% +$3.34K ﹤0.01% 1530
2024
Q4 		$8.99K Buy
+152
New +$9.27K ﹤0.01% 1688

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 22.96% 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

SBI Securities's RDVY Position: Q2 2026 in Review

SBI Securities increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q2 2026, buying an estimated $2.63K and bringing the position to 316 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

SBI Securities first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • SBI Securities held 316 shares of First Trust Rising Dividend Achievers ETF worth $25.6K as of Q2 2026.
  • SBI Securities bought 35 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.63K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1457 holding.
  • SBI Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.