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Sigma Planning Corp’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sigma Planning Corp’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 		$20.5M Sell
252,822
-6,230
-2% -$469K 0.52% 26
2026
Q1 		$17.7M Buy
259,052
+7,974
+3% +$568K 0.49% 27
2025
Q4 		$17.5M Buy
251,078
+15,073
+6% +$1.02M 0.48% 30
2025
Q3 		$15.9M Buy
236,005
+58,171
+33% +$3.77M 0.45% 30
2025
Q2 		$11.2M Buy
177,834
+27,755
+18% +$1.63M 0.34% 48
2025
Q1 		$8.79M Buy
150,079
+14,800
+11% +$900K 0.28% 64
2024
Q4 		$8M Sell
135,279
-825
-0.6% -$50.3K 0.25% 69
2024
Q3 		$8.06M Sell
136,104
-17,548
-11% -$998K 0.25% 75
2024
Q2 		$8.41M Sell
153,652
-22,165
-13% -$1.21M 0.27% 68
2024
Q1 		$9.88M Buy
175,817
+86,930
+98% +$4.56M 0.31% 57
2023
Q4 		$4.59M Sell
88,887
-94,333
-51% -$4.46M 0.36% 50
2023
Q3 		$8.42M Sell
183,220
-6,099
-3% -$292K 0.32% 58
2023
Q2 		$8.92M Sell
189,319
-259,991
-58% -$11.8M 0.32% 55
2023
Q1 		$20.2M Sell
449,310
-62,108
-12% -$2.85M 0.67% 21
2022
Q4 		$22.5M Sell
511,418
-72,251
-12% -$3.16M 0.8% 15
2022
Q3 		$22.7M Buy
583,669
+38,238
+7% +$1.64M 0.87% 12
2022
Q2 		$22.3M Sell
545,431
-84,473
-13% -$3.83M 0.78% 17
2022
Q1 		$30.9M Buy
629,904
+157,202
+33% +$7.85M 0.92% 11
2021
Q4 		$24.5M Buy
472,702
+162,866
+53% +$8.22M 0.68% 19
2021
Q3 		$14.7M Buy
309,836
+124,454
+67% +$6.03M 0.44% 39
2021
Q2 		$8.91M Buy
185,382
+50,648
+38% +$2.43M 0.27% 74
2021
Q1 		$6.13M Buy
134,734
+114,483
+565% +$4.88M 0.2% 118
2020
Q4 		$809K Sell
20,251
-10,358
-34% -$377K 0.03% 510
2020
Q3 		$1M Sell
30,609
-5,945
-16% -$193K 0.04% 401
2020
Q2 		$1.13M Sell
36,554
-11,117
-23% -$324K 0.05% 356
2020
Q1 		$1.22M Buy
47,671
+15,977
+50% +$519K 0.07% 281
2019
Q4 		$1.14M Buy
31,694
+12,896
+69% +$437K 0.05% 371
2019
Q3 		$599K Sell
18,798
-13,819
-42% -$432K 0.03% 523
2019
Q2 		$1.01M Sell
32,617
-20,848
-39% -$636K 0.05% 343
2019
Q1 		$1.59M Sell
53,465
-39,446
-42% -$1.15M 0.09% 235
2018
Q4 		$2.46M Buy
92,911
+36,457
+65% +$1.06M 0.18% 124
2018
Q3 		$1.78M Buy
+56,454
New +$1.75M 0.1% 203

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

Sigma Planning Corp's RDVY Position: Q2 2026 in Review

Sigma Planning Corp reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.4% in Q2 2026, selling an estimated $469K and leaving 252,822 shares worth $20.5M. The position accounts for 0.52% of the portfolio, ranked #26.

Sigma Planning Corp first reported a position in RDVY in Q3 2018 and has held it in 32 quarters since. The position peaked at $30.9M in Q1 2022. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Sigma Planning Corp held 252,822 shares of First Trust Rising Dividend Achievers ETF worth $20.5M as of Q2 2026.
  • Sigma Planning Corp sold 6,230 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $469K.
  • First Trust Rising Dividend Achievers ETF made up 0.52% of Sigma Planning Corp's portfolio in Q2 2026, its #26 holding.
  • Sigma Planning Corp first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2018 and has held it in 32 quarters since.
  • Sigma Planning Corp's First Trust Rising Dividend Achievers ETF position peaked at $30.9M in Q1 2022.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.