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Zullo Investment Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Zullo Investment Group’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 		$349K Sell
4,305
-1,565
-27% -$118K 0.12% 115
2026
Q1 		$401K Buy
5,870
+28
+0.5% +$1.99K 0.15% 104
2025
Q4 		$406K Sell
5,842
-28
-0.5% -$1.9K 0.15% 103
2025
Q3 		$395K Buy
5,870
+85
+1% +$5.51K 0.15% 104
2025
Q2 		$363K Buy
5,785
+39
+0.7% +$2.29K 0.15% 105
2025
Q1 		$336K Buy
5,746
+34
+0.6% +$2.07K 0.14% 109
2024
Q4 		$338K Buy
5,712
+28
+0.5% +$1.71K 0.14% 109
2024
Q3 		$337K Sell
5,684
-3,574
-39% -$203K 0.14% 110
2024
Q2 		$507K Hold
9,258
– – 0.22% 83
2024
Q1 		$520K Buy
9,258
+108
+1% +$5.67K 0.24% 83
2023
Q4 		$473K Buy
9,150
+345
+4% +$16.3K 0.24% 85
2023
Q3 		$405K Buy
8,805
+955
+12% +$45.7K 0.24% 87
2023
Q2 		$370K Buy
7,850
+263
+3% +$11.9K 0.21% 93
2023
Q1 		$340K Buy
7,587
+170
+2% +$7.81K 0.21% 97
2022
Q4 		$326K Buy
7,417
+375
+5% +$16.4K 0.2% 94
2022
Q3 		$274K Buy
7,042
+800
+13% +$34.4K 0.18% 103
2022
Q2 		$255K Buy
6,242
+1,075
+21% +$48.7K 0.16% 111
2022
Q1 		$253K Buy
+5,167
New +$258K 0.13% 131

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

Zullo Investment Group's RDVY Position: Q2 2026 in Review

Zullo Investment Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 27% in Q2 2026, selling an estimated $118K and leaving 4,305 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #115.

Zullo Investment Group first reported a position in RDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $520K in Q1 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Zullo Investment Group held 4,305 shares of First Trust Rising Dividend Achievers ETF worth $349K as of Q2 2026.
  • Zullo Investment Group sold 1,565 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $118K.
  • First Trust Rising Dividend Achievers ETF made up 0.12% of Zullo Investment Group's portfolio in Q2 2026, its #115 holding.
  • Zullo Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • Zullo Investment Group's First Trust Rising Dividend Achievers ETF position peaked at $520K in Q1 2024.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.