Signature Equity Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Signature Equity Partners’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	$91.1K	Buy	1,124 +407	+57%	+$30.6K	0.04%	316
2026 Q1	$49K	Sell	717 -966	-57%	-$68.8K	0.03%	413
2025 Q4	$117K	Buy	+1,683	New	+$114K	0.06%	243

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 22.9% 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

Signature Equity Partners's RDVY Position: Q2 2026 in Review

Signature Equity Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 57% in Q2 2026, buying an estimated $30.6K and bringing the position to 1,124 shares worth $91.1K. The position accounts for 0.04% of the portfolio, ranked #316.

Signature Equity Partners first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $117K in Q4 2025. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Signature Equity Partners held 1,124 shares of First Trust Rising Dividend Achievers ETF worth $91.1K as of Q2 2026.
Signature Equity Partners bought 407 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $30.6K.
First Trust Rising Dividend Achievers ETF made up 0.04% of Signature Equity Partners's portfolio in Q2 2026, its #316 holding.
Signature Equity Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's First Trust Rising Dividend Achievers ETF position peaked at $117K in Q4 2025.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.