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

Sovran 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	$387K	Sell	4,781 -874	-15%	-$65.7K	0.03%	427
2026 Q1	$422K	Sell	5,655 -128	-2%	-$9.11K	0.03%	392
2025 Q4	$420K	Sell	5,783 -67	-1%	-$4.55K	0.04%	385
2025 Q3	$395K	Buy	5,850 +505	+9%	+$32.8K	0.03%	384
2025 Q2	$339K	Sell	5,345 -3,994	-43%	-$235K	0.04%	381
2025 Q1	$510K	Sell	9,339 -736	-7%	-$44.7K	0.07%	283
2024 Q4	$610K	Buy	+10,075	New	+$615K	0.09%	229

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

Sovran Advisors's RDVY Position: Q2 2026 in Review

Sovran Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 15% in Q2 2026, selling an estimated $65.7K and leaving 4,781 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #427.

Sovran Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $610K in Q4 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Sovran Advisors held 4,781 shares of First Trust Rising Dividend Achievers ETF worth $387K as of Q2 2026.
Sovran Advisors sold 874 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $65.7K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #427 holding.
Sovran Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's First Trust Rising Dividend Achievers ETF position peaked at $610K in Q4 2024.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.