University of Texas/Texas AM Investment Management Co (UTIMCO)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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 Q1	–	Sell	-530	Closed	-$36.8K	–	368
2025 Q4	$36.8K	Buy	+530	New	+$36K	0.01%	212

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s RDVY Position: Q1 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 530 shares — an estimated $36.8K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in RDVY in Q4 2025 and held it in 1 quarter. The position peaked at $36.8K in Q4 2025. 763 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 530 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $36.8K.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and held it in 1 quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s First Trust Rising Dividend Achievers ETF position peaked at $36.8K in Q4 2025.
763 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q1 2026, filed 7 May 2026.