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

United Advisor 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 		$14.5M Buy
179,331
+5,264
+3% +$396K 1.53% 7
2026
Q1 		$11.9M Buy
174,067
+5,742
+3% +$409K 1.46% 9
2025
Q4 		$11.7M Buy
168,325
+14,155
+9% +$962K 1.46% 10
2025
Q3 		$10.4M Buy
154,170
+6,432
+4% +$417K 1.4% 9
2025
Q2 		$9.27M Sell
147,738
-1,813
-1% -$107K 1.6% 9
2025
Q1 		$8.75M Buy
149,551
+10,243
+7% +$623K 1.8% 8
2024
Q4 		$8.24M Buy
139,308
+5,228
+4% +$319K 1.63% 8
2024
Q3 		$7.94M Buy
134,080
+10,231
+8% +$582K 1.79% 8
2024
Q2 		$6.78M Buy
123,849
+12,567
+11% +$687K 2.11% 8
2024
Q1 		$6.25M Buy
+111,282
New +$5.84M 2.35% 8

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

United Advisor Group's RDVY Position: Q2 2026 in Review

United Advisor Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3% in Q2 2026, buying an estimated $396K and bringing the position to 179,331 shares worth $14.5M. The position accounts for 1.53% of the portfolio, ranked #7.

United Advisor Group first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • United Advisor Group held 179,331 shares of First Trust Rising Dividend Achievers ETF worth $14.5M as of Q2 2026.
  • United Advisor Group bought 5,264 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $396K.
  • First Trust Rising Dividend Achievers ETF made up 1.53% of United Advisor Group's portfolio in Q2 2026, its #7 holding.
  • United Advisor Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • 819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.