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Snowden Capital Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Snowden Capital 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 		$4.89M Sell
60,293
-17,856
-23% -$1.34M 0.12% 193
2026
Q1 		$5.34M Buy
78,149
+3,004
+4% +$214K 0.14% 161
2025
Q4 		$5.22M Buy
75,145
+14,526
+24% +$987K 0.13% 158
2025
Q3 		$4.08M Buy
60,619
+27,911
+85% +$1.81M 0.11% 192
2025
Q2 		$2.05M Sell
32,708
-876
-3% -$51.5K 0.06% 302
2025
Q1 		$1.97M Buy
33,584
+96
+0.3% +$5.83K 0.06% 309
2024
Q4 		$1.98M Sell
33,488
-20,370
-38% -$1.24M 0.06% 306
2024
Q3 		$3.19M Sell
53,858
-3,490
-6% -$198K 0.09% 232
2024
Q2 		$3.14M Sell
57,348
-4,166
-7% -$228K 0.09% 242
2024
Q1 		$3.46M Sell
61,514
-38,615
-39% -$2.03M 0.11% 226
2023
Q4 		$5.17M Buy
100,129
+9,752
+11% +$461K 0.2% 142
2023
Q3 		$4.15M Sell
90,377
-20,207
-18% -$966K 0.18% 167
2023
Q2 		$5.21M Buy
110,584
+775
+0.7% +$35.1K 0.19% 147
2023
Q1 		$4.93M Sell
109,809
-26,577
-19% -$1.22M 0.19% 135
2022
Q4 		$5.99M Sell
136,386
-1,071
-0.8% -$46.8K 0.25% 101
2022
Q3 		$5.34M Buy
137,457
+17,273
+14% +$743K 0.24% 99
2022
Q2 		$4.92M Buy
120,184
+1,983
+2% +$89.9K 0.22% 113
2022
Q1 		$5.79M Buy
118,201
+25,478
+27% +$1.27M 0.23% 108
2021
Q4 		$4.8M Sell
92,723
-4,690
-5% -$237K 0.25% 116
2021
Q3 		$4.62M Buy
97,413
+7,312
+8% +$354K 0.23% 127
2021
Q2 		$4.33M Buy
90,101
+83,594
+1,285% +$4M 0.22% 138
2021
Q1 		$296K Buy
+6,507
New +$277K 0.02% 636

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

Snowden Capital Advisors's RDVY Position: Q2 2026 in Review

Snowden Capital Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 23% in Q2 2026, selling an estimated $1.34M and leaving 60,293 shares worth $4.89M. The position accounts for 0.12% of the portfolio, ranked #193.

Snowden Capital Advisors first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.99M in Q4 2022. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Snowden Capital Advisors held 60,293 shares of First Trust Rising Dividend Achievers ETF worth $4.89M as of Q2 2026.
  • Snowden Capital Advisors sold 17,856 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.34M.
  • First Trust Rising Dividend Achievers ETF made up 0.12% of Snowden Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • Snowden Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • Snowden Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $5.99M in Q4 2022.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.