World Investment Advisors
RDVY icon

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

World Investment 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 		$11.7M Sell
168,498
-425
-0.3% -$32K 0.19% 120
2026
Q1 		$11.5M Buy
168,923
+10,219
+6% +$727K 0.19% 126
2025
Q4 		$11M Buy
158,704
+37,803
+31% +$2.57M 0.18% 128
2025
Q3 		$8.13M Buy
120,901
+5,112
+4% +$332K 0.17% 140
2025
Q2 		$7.26M Buy
115,789
+20,298
+21% +$1.19M 0.16% 144
2025
Q1 		$5.59M Sell
95,491
-1,023
-1% -$62.2K 0.15% 167
2024
Q4 		$5.71M Sell
96,514
-7,455
-7% -$455K 0.16% 151
2024
Q3 		$6.16M Buy
103,969
+36,863
+55% +$2.1M 0.19% 127
2024
Q2 		$3.67M Buy
67,106
+23,474
+54% +$1.28M 0.23% 91
2024
Q1 		$2.45M Buy
+43,632
New +$2.29M 0.35% 72
2022
Q4 		– Sell
-14,034
Closed -$546K – 263
2022
Q3 		$546K Hold
14,034
– – 0.13% 124
2022
Q2 		$621K Buy
14,034
+499
+4% +$22.6K 0.13% 125
2022
Q1 		$663K Hold
13,535
– – 0.14% 120
2021
Q4 		$693K Buy
+13,535
New +$683K 0.15% 114

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 22.9% 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

World Investment Advisors's RDVY Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.25% in Q2 2026, selling an estimated $32K and leaving 168,498 shares worth $11.7M. The position accounts for 0.19% of the portfolio, ranked #120.

World Investment Advisors first reported a position in RDVY in Q4 2021 and has held it in 14 quarters since. 820 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • World Investment Advisors held 168,498 shares of First Trust Rising Dividend Achievers ETF worth $11.7M as of Q2 2026.
  • World Investment Advisors sold 425 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $32K.
  • First Trust Rising Dividend Achievers ETF made up 0.19% of World Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • World Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 14 quarters since.
  • 820 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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