Signature Estate & Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Signature Estate & Investment 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	$3.71M	Sell	45,709 -4,281	-9%	-$322K	0.07%	127
2026 Q1	$3.41M	Buy	49,990 +2,647	+6%	+$188K	0.07%	129
2025 Q4	$3.29M	Buy	47,343 +7,565	+19%	+$514K	0.07%	130
2025 Q3	$2.68M	Buy	39,778 +17,147	+76%	+$1.11M	0.06%	145
2025 Q2	$1.42M	Buy	22,631 +279	+1%	+$16.4K	0.03%	191
2025 Q1	$1.31M	Buy	22,352 +4,326	+24%	+$263K	0.03%	183
2024 Q4	$1.07M	Buy	18,026 +151	+0.8%	+$9.21K	0.03%	203
2024 Q3	$1.06M	Sell	17,875 -961	-5%	-$54.7K	0.02%	196
2024 Q2	$1.03M	Buy	+18,836	New	+$1.03M	0.03%	194

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Signature Estate & Investment Advisors's RDVY Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.6% in Q2 2026, selling an estimated $322K and leaving 45,709 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #127.

Signature Estate & Investment Advisors first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 606 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Signature Estate & Investment Advisors held 45,709 shares of First Trust Rising Dividend Achievers ETF worth $3.71M as of Q2 2026.
Signature Estate & Investment Advisors sold 4,281 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $322K.
First Trust Rising Dividend Achievers ETF made up 0.07% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #127 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
606 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.