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SkyOak Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

SkyOak Wealth’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 		$332K Buy
4,098
+2
+0% +$150 0.05% 170
2026
Q1 		$280K Buy
4,096
+555
+16% +$39.5K 0.05% 191
2025
Q4 		$246K Sell
3,541
-196
-5% -$13.3K 0.04% 211
2025
Q3 		$251K Hold
3,737
– – 0.05% 212
2025
Q2 		$234K Sell
3,737
-38
-1% -$2.23K 0.05% 217
2025
Q1 		$221K Sell
3,775
-83
-2% -$5.04K 0.05% 218
2024
Q4 		$228K Buy
3,858
+125
+3% +$7.63K 0.05% 220
2024
Q3 		$221K Sell
3,733
-70
-2% -$3.98K 0.05% 213
2024
Q2 		$208K Buy
3,803
+20
+0.5% +$1.09K 0.05% 223
2024
Q1 		$212K Buy
+3,783
New +$198K 0.05% 224

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

SkyOak Wealth's RDVY Position: Q2 2026 in Review

SkyOak Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.05% in Q2 2026, buying an estimated $150 and bringing the position to 4,098 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #170.

SkyOak Wealth first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • SkyOak Wealth held 4,098 shares of First Trust Rising Dividend Achievers ETF worth $332K as of Q2 2026.
  • SkyOak Wealth bought 2 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $150.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #170 holding.
  • SkyOak Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.