Wedbush Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wedbush Securities’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	$6.88M	Buy	84,936 +8,022	+10%	+$603K	0.18%	83
2026 Q1	$5.25M	Buy	76,914 +5,309	+7%	+$378K	0.15%	99
2025 Q4	$4.97M	Buy	71,605 +6,559	+10%	+$446K	0.15%	101
2025 Q3	$4.38M	Sell	65,046 -7,434	-10%	-$482K	0.14%	104
2025 Q2	$4.55M	Sell	72,480 -19,167	-21%	-$1.13M	0.16%	95
2025 Q1	$5.37M	Buy	91,647 +1,175	+1%	+$71.4K	0.2%	79
2024 Q4	$5.35M	Sell	90,472 -2,010	-2%	-$123K	0.19%	78
2024 Q3	$5.48M	Buy	92,482 +8,081	+10%	+$460K	0.2%	75
2024 Q2	$4.62M	Buy	84,401 +8,672	+11%	+$474K	0.17%	91
2024 Q1	$4.25M	Buy	75,729 +35,165	+87%	+$1.84M	0.16%	99
2023 Q4	$2.1M	Sell	40,564 -1,627	-4%	-$76.9K	0.09%	162
2023 Q3	$1.94M	Sell	42,191 -491	-1%	-$23.5K	0.1%	159
2023 Q2	$2.01M	Sell	42,682 -5,298	-11%	-$240K	0.1%	157
2023 Q1	$2.15M	Sell	47,980 -1,774	-4%	-$81.5K	0.11%	149
2022 Q4	$2.19M	Buy	49,754 +327	+0.7%	+$14.3K	0.12%	134
2022 Q3	$1.92M	Buy	49,427 +1,840	+4%	+$79.1K	0.11%	145
2022 Q2	$1.95M	Buy	47,587 +4,243	+10%	+$192K	0.11%	150
2022 Q1	$2.12M	Buy	43,344 +7,188	+20%	+$359K	0.1%	167
2021 Q4	$1.87M	Buy	36,156 +8,836	+32%	+$446K	0.08%	198
2021 Q3	$1.3M	Buy	27,320 +7,378	+37%	+$357K	0.06%	294
2021 Q2	$958K	Buy	19,942 +13,701	+220%	+$656K	0.05%	378
2021 Q1	$284K	Buy	+6,241	New	+$266K	0.02%	842

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

Wedbush Securities's RDVY Position: Q2 2026 in Review

Wedbush Securities increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 10% in Q2 2026, buying an estimated $603K and bringing the position to 84,936 shares worth $6.88M. The position accounts for 0.18% of the portfolio, ranked #83.

Wedbush Securities first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Wedbush Securities held 84,936 shares of First Trust Rising Dividend Achievers ETF worth $6.88M as of Q2 2026.
Wedbush Securities bought 8,022 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $603K.
First Trust Rising Dividend Achievers ETF made up 0.18% of Wedbush Securities's portfolio in Q2 2026, its #83 holding.
Wedbush Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.