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StoneX Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

StoneX Group’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 		$7.72M Sell
95,308
-3,910
-4% -$294K 0.31% 51
2026
Q1 		$6.77M Sell
99,218
-26,344
-21% -$1.88M 0.36% 51
2025
Q4 		$8.72M Buy
125,562
+6,129
+5% +$417K 0.38% 44
2025
Q3 		$8.03M Buy
119,433
+13,851
+13% +$899K 0.35% 56
2025
Q2 		$6.62M Sell
105,582
-7,350
-7% -$432K 0.32% 59
2025
Q1 		$6.61M Sell
112,932
-820
-0.7% -$49.8K 0.36% 54
2024
Q4 		$6.73M Sell
113,752
-19,593
-15% -$1.2M 0.37% 52
2024
Q3 		$7.9M Sell
133,345
-3,188
-2% -$181K 0.57% 28
2024
Q2 		$7.49M Sell
136,533
-4,209
-3% -$230K 0.6% 27
2024
Q1 		$7.91M Sell
140,742
-8,034
-5% -$421K 0.71% 25
2023
Q4 		$7.71M Sell
148,776
-2,811
-2% -$133K 0.77% 23
2023
Q3 		$6.97M Sell
151,587
-4,741
-3% -$227K 0.75% 22
2023
Q2 		$7.36M Buy
156,328
+554
+0.4% +$25.1K 0.76% 25
2023
Q1 		$7M Buy
155,774
+29,541
+23% +$1.36M 0.77% 22
2022
Q4 		$5.54M Buy
126,233
+4,060
+3% +$177K 0.66% 27
2022
Q3 		$4.75M Buy
122,173
+700
+0.6% +$30.1K 0.65% 29
2022
Q2 		$4.97M Buy
121,473
+16,416
+16% +$744K 0.61% 29
2022
Q1 		$5.16M Buy
105,057
+23,448
+29% +$1.17M 0.41% 48
2021
Q4 		$4.23M Buy
81,609
+22,005
+37% +$1.11M 0.49% 42
2021
Q3 		$2.83M Buy
59,604
+11,988
+25% +$581K 0.41% 49
2021
Q2 		$2.29M Buy
47,616
+39,506
+487% +$1.89M 0.34% 59
2021
Q1 		$369K Buy
+8,110
New +$346K 0.07% 261

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

StoneX Group's RDVY Position: Q2 2026 in Review

StoneX Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.9% in Q2 2026, selling an estimated $294K and leaving 95,308 shares worth $7.72M. The position accounts for 0.31% of the portfolio, ranked #51.

StoneX Group first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.72M in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • StoneX Group held 95,308 shares of First Trust Rising Dividend Achievers ETF worth $7.72M as of Q2 2026.
  • StoneX Group sold 3,910 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $294K.
  • First Trust Rising Dividend Achievers ETF made up 0.31% of StoneX Group's portfolio in Q2 2026, its #51 holding.
  • StoneX Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • StoneX Group's First Trust Rising Dividend Achievers ETF position peaked at $8.72M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.