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

TIAA Wealth 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	$13.4K	Sell	166 -750	-82%	-$56.4K	﹤0.01%	554
2026 Q1	$60.8K	Buy	+916	New	+$65.2K	﹤0.01%	389

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIAA Wealth Investment Management's RDVY Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 82% in Q2 2026, selling an estimated $56.4K and leaving 166 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

TIAA Wealth Investment Management first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $60.8K in Q1 2026. 782 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

TIAA Wealth Investment Management held 166 shares of First Trust Rising Dividend Achievers ETF worth $13.4K as of Q2 2026.
TIAA Wealth Investment Management sold 750 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $56.4K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #554 holding.
TIAA Wealth Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
TIAA Wealth Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $60.8K in Q1 2026.
782 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.