Smartleaf Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Smartleaf Asset Management’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	$7.06M	Hold	87,714	–	–	0.23%	80
2026 Q1	$5.83M	Buy	87,714 +11,636	+15%	+$828K	0.21%	85
2025 Q4	$5.34M	Buy	76,078 +75,984	+80,834%	+$5.16M	0.2%	87
2025 Q3	$6.33K	Sell	94 -28	-23%	-$1.82K	﹤0.01%	2295
2025 Q2	$7.62K	Buy	+122	New	+$7.17K	﹤0.01%	1916

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

Smartleaf Asset Management's RDVY Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 87,714 shares worth $7.06M. The position accounts for 0.23% of the portfolio, ranked #80.

Smartleaf Asset Management first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Smartleaf Asset Management held 87,714 shares of First Trust Rising Dividend Achievers ETF worth $7.06M as of Q2 2026.
Smartleaf Asset Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.23% of Smartleaf Asset Management's portfolio in Q2 2026, its #80 holding.
Smartleaf Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.