William Blair & Company
RDVY icon

William Blair & Company’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

William Blair & Company’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 		$116M Buy
1,431,021
+550,198
+62% +$41.4M 0.3% 76
2026
Q1 		$60.1M Buy
880,823
+127,514
+17% +$9.08M 0.17% 126
2025
Q4 		$52.3M Buy
753,309
+174,985
+30% +$11.9M 0.14% 138
2025
Q3 		$38.9M Buy
578,324
+210,781
+57% +$13.7M 0.1% 160
2025
Q2 		$23.1M Buy
367,543
+16,989
+5% +$999K 0.06% 208
2025
Q1 		$20.5M Buy
350,554
+1,282
+0.4% +$77.9K 0.06% 212
2024
Q4 		$20.7M Sell
349,272
-497
-0.1% -$30.3K 0.06% 218
2024
Q3 		$20.7M Sell
349,769
-2,581
-0.7% -$147K 0.06% 228
2024
Q2 		$19.3M Buy
352,350
+369
+0.1% +$20.2K 0.06% 221
2024
Q1 		$19.8M Buy
351,981
+30,086
+9% +$1.58M 0.06% 212
2023
Q4 		$16.6M Sell
321,895
-504
-0.2% -$23.8K 0.06% 233
2023
Q3 		$14.8M Sell
322,399
-21,041
-6% -$1.01M 0.06% 241
2023
Q2 		$16.2M Buy
343,440
+23,658
+7% +$1.07M 0.06% 231
2023
Q1 		$14.3M Buy
319,782
+12,182
+4% +$560K 0.06% 260
2022
Q4 		$13.5M Buy
307,600
+12,064
+4% +$527K 0.06% 256
2022
Q3 		$11.5M Sell
295,536
-6,994
-2% -$301K 0.05% 271
2022
Q2 		$12.4M Sell
302,530
-1,416
-0.5% -$64.2K 0.05% 261
2022
Q1 		$14.9M Buy
303,946
+86,400
+40% +$4.31M 0.05% 262
2021
Q4 		$11.3M Buy
217,546
+151,665
+230% +$7.65M 0.04% 329
2021
Q3 		$3.13M Buy
65,881
+56,750
+622% +$2.75M 0.01% 577
2021
Q2 		$439K Hold
9,131
– – ﹤0.01% 1196
2021
Q1 		$415K Buy
9,131
+5,131
+128% +$219K ﹤0.01% 1204
2020
Q4 		$160K Sell
4,000
-271
-6% -$9.86K ﹤0.01% 1482
2020
Q3 		$140K Sell
4,271
-370
-8% -$12K ﹤0.01% 1378
2020
Q2 		$143K Buy
4,641
+4,164
+873% +$121K ﹤0.01% 1313
2020
Q1 		$12K Buy
+477
New +$15.5K ﹤0.01% 1545

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

William Blair & Company's RDVY Position: Q2 2026 in Review

William Blair & Company increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 62% in Q2 2026, buying an estimated $41.4M and bringing the position to 1,431,021 shares worth $116M. The position accounts for 0.3% of the portfolio, ranked #76.

William Blair & Company first reported a position in RDVY in Q1 2020 and has held it in 26 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • William Blair & Company held 1,431,021 shares of First Trust Rising Dividend Achievers ETF worth $116M as of Q2 2026.
  • William Blair & Company bought 550,198 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $41.4M.
  • First Trust Rising Dividend Achievers ETF made up 0.3% of William Blair & Company's portfolio in Q2 2026, its #76 holding.
  • William Blair & Company first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 26 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.