— Know what they know.
Not Investment Advice

RDVY

First Trust Rising Dividend Achievers ETF
1W: -1.9% 1M: -3.5% 3M: +3.9% YTD: +14.9% 1Y: +23.3% 3Y: +75.9% 5Y: +76.2%
$80.59
+0.65 (+0.81%)
 
Weekly Expected Move ±1.5%
$78 $79 $81 $82 $83
ETF NASDAQ · AUM $24.3B
Key Statistics
AUM$24.3B
Holdings71
Top 10 Wt24.4%
Volume910,713
Avg Volume1,067,646
Beta0.91
Portfolio Fundamentals
P/E26.1
P/B9.7
Div Yield1.27%
ROE39.5%
% Profitable99%
Inception2014-01-07
Sector Allocation
Financial Services 39.2%
Technology 24.9%
Industrials 12.3%
Consumer Cyclical 10.4%
Communication Services 4.2%
Healthcare 3.6%
+3 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Lam Research Corporation LRCX 3.24% $820.0M 2,596,278
2 Applied Materials, Inc. AMAT 3.06% $773.4M 1,649,655
3 KLA Corporation KLAC 2.53% $638.8M 3,492,387
4 The Bank of New York Mellon Corporation BNY 2.43% $615.4M 3,786,843
5 GE Vernova Inc. GEV 2.28% $577.4M 607,161
6 The Travelers Companies, Inc. TRV 2.24% $566.1M 1,543,171
7 Bank of America Corporation BAC 2.17% $547.6M 8,737,812
8 NVIDIA Corporation NVDA 2.15% $544.2M 2,433,265
9 The Allstate Corporation ALL 2.15% $544.6M 2,147,701
10 Ross Stores, Inc. ROST 2.14% $541.2M 2,402,229

Recent Holding Changes

Date Holding Change Details
2026-09-11 CB Changed 1472009 → 1472244
2026-09-11 V Changed 1352495 → 1352711
2026-09-11 COST Changed 470157 → 470232
2026-09-11 APH Changed 1552664 → 1552912
2026-09-11 WFRD Changed 1201039 → 1201231

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms