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

Scarborough 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	$11.8M	Sell	150,748 -76,559	-34%	-$5.76M	1.36%	24
2026 Q1	$15.5M	Buy	227,307 +32,494	+17%	+$2.31M	1.7%	20
2025 Q4	$13.5M	Buy	194,813 +201	+0.1%	+$13.7K	2.28%	15
2025 Q3	$13.1M	Sell	194,612 -5,091	-3%	-$330K	2.31%	13
2025 Q2	$12.5M	Sell	199,703 -25,832	-11%	-$1.52M	2.49%	11
2025 Q1	$13.2M	Buy	225,535 +2,680	+1%	+$163K	1.88%	14
2024 Q4	$13.2M	Sell	222,855 -47,299	-18%	-$2.89M	1.86%	17
2024 Q3	$16M	Buy	270,154 +95,344	+55%	+$5.42M	2.59%	11
2024 Q2	$9.57M	Buy	+174,810	New	+$9.56M	3.93%	8

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

Scarborough Advisors's RDVY Position: Q2 2026 in Review

Scarborough Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 34% in Q2 2026, selling an estimated $5.76M and leaving 150,748 shares worth $11.8M. The position accounts for 1.36% of the portfolio, ranked #24.

Scarborough Advisors first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $16M in Q3 2024. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Scarborough Advisors held 150,748 shares of First Trust Rising Dividend Achievers ETF worth $11.8M as of Q2 2026.
Scarborough Advisors sold 76,559 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.76M.
First Trust Rising Dividend Achievers ETF made up 1.36% of Scarborough Advisors's portfolio in Q2 2026, its #24 holding.
Scarborough Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
Scarborough Advisors's First Trust Rising Dividend Achievers ETF position peaked at $16M in Q3 2024.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.