UBS AM’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

UBS AM’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	$143K	Sell	1,767 -1,331	-43%	-$100K	﹤0.01%	2775
2026 Q1	$212K	Buy	3,098 +1,826	+144%	+$130K	﹤0.01%	2720
2025 Q4	$88.4K	Buy	+1,272	New	+$86.5K	﹤0.01%	2545
2023 Q3	–	Sell	-1,725	Closed	-$77.4K	–	2669
2023 Q2	$77.4K	Hold	1,725	–	–	﹤0.01%	2653
2023 Q1	$77.4K	Buy	+1,725	New	+$79.2K	﹤0.01%	2653

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

UBS AM's RDVY Position: Q2 2026 in Review

UBS AM reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 43% in Q2 2026, selling an estimated $100K and leaving 1,767 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

UBS AM first reported a position in RDVY in Q1 2023 and has held it in 5 quarters since. The position peaked at $212K in Q1 2026. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

UBS AM held 1,767 shares of First Trust Rising Dividend Achievers ETF worth $143K as of Q2 2026.
UBS AM sold 1,331 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $100K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2775 holding.
UBS AM first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 5 quarters since.
UBS AM's First Trust Rising Dividend Achievers ETF position peaked at $212K in Q1 2026.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.