Waverly Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Waverly Advisors’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	$6.03M	Buy	74,407 +70,809	+1,968%	+$5.33M	0.04%	401
2026 Q1	$246K	Buy	+3,598	New	+$256K	﹤0.01%	1410
2023 Q4	–	Sell	-5,447	Closed	-$250K	–	458
2023 Q3	$250K	Buy	+5,447	New	+$260K	0.01%	357
2023 Q2	–	Sell	-95,738	Closed	-$4.3M	–	370
2023 Q1	$4.3M	Sell	95,738 -5,523	-5%	-$254K	0.22%	70
2022 Q4	$4.45M	Buy	+101,261	New	+$4.43M	0.25%	63

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

Waverly Advisors's RDVY Position: Q2 2026 in Review

Waverly Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1,968% in Q2 2026, buying an estimated $5.33M and bringing the position to 74,407 shares worth $6.03M. The position accounts for 0.04% of the portfolio, ranked #401.

Waverly Advisors first reported a position in RDVY in Q4 2022 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Waverly Advisors held 74,407 shares of First Trust Rising Dividend Achievers ETF worth $6.03M as of Q2 2026.
Waverly Advisors bought 70,809 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.33M.
First Trust Rising Dividend Achievers ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #401 holding.
Waverly Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 5 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.