Synergy Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Synergy Investment 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	$1.59M	Buy	19,594 +3,841	+24%	+$289K	0.38%	51
2026 Q1	$1.08M	Sell	15,753 -508	-3%	-$36.2K	0.35%	50
2025 Q4	$1.13M	Buy	16,261 +4,708	+41%	+$320K	0.4%	44
2025 Q3	$777K	Buy	11,553 +2,068	+22%	+$134K	0.3%	55
2025 Q2	$595K	Buy	9,485 +228	+2%	+$13.4K	0.36%	36
2025 Q1	$542K	Buy	9,257 +244	+3%	+$14.8K	0.23%	69
2024 Q4	$533K	Buy	+9,013	New	+$550K	0.23%	68

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

Synergy Investment Management's RDVY Position: Q2 2026 in Review

Synergy Investment Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 24% in Q2 2026, buying an estimated $289K and bringing the position to 19,594 shares worth $1.59M. The position accounts for 0.38% of the portfolio, ranked #51.

Synergy Investment Management first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Synergy Investment Management held 19,594 shares of First Trust Rising Dividend Achievers ETF worth $1.59M as of Q2 2026.
Synergy Investment Management bought 3,841 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $289K.
First Trust Rising Dividend Achievers ETF made up 0.38% of Synergy Investment Management's portfolio in Q2 2026, its #51 holding.
Synergy Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.