Trivium Point Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Trivium Point Advisory’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	$6.59M	Buy	+81,339	New	+$6.12M	0.6%	46
2026 Q1	–	Sell	-91,115	Closed	-$6.33M	–	323
2025 Q4	$6.33M	Sell	91,115 -2,779	-3%	-$189K	0.64%	43
2025 Q3	$6.32M	Buy	93,894 +53,297	+131%	+$3.46M	0.64%	41
2025 Q2	$2.55M	Buy	40,597 +3,266	+9%	+$192K	0.28%	96
2025 Q1	$2.19M	Buy	37,331 +2,608	+8%	+$159K	0.27%	106
2024 Q4	$2.05M	Buy	34,723 +4,716	+16%	+$288K	0.26%	109
2024 Q3	$1.88M	Buy	30,007 +6,806	+29%	+$387K	0.26%	108
2024 Q2	$1.27M	Buy	+23,201	New	+$1.27M	0.19%	129

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

Trivium Point Advisory's RDVY Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 81,339 shares worth $6.59M. The stake represents 0.6% of the portfolio and ranks #46 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in RDVY as recently as Q4 2025.

Trivium Point Advisory first reported a position in RDVY in Q2 2024 and has held it in 8 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Trivium Point Advisory held 81,339 shares of First Trust Rising Dividend Achievers ETF worth $6.59M as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Trivium Point Advisory position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.6% of Trivium Point Advisory's portfolio in Q2 2026, its #46 holding.
Trivium Point Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 8 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.