Bank Julius Baer & Co
RDVY icon

Bank Julius Baer & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-5,033
Closed -$344K – 719
2026
Q1 		$344K Sell
5,033
-4,012
-44% -$286K ﹤0.01% 462
2025
Q4 		$628K Buy
+9,045
New +$615K ﹤0.01% 404

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank Julius Baer & Co's RDVY Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 5,033 shares — an estimated $344K sold.

Bank Julius Baer & Co first reported a position in RDVY in Q4 2025 and held it in 2 quarters. The position peaked at $628K in Q4 2025. 569 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 5,033 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $344K.
  • Bank Julius Baer & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and held it in 2 quarters.
  • Bank Julius Baer & Co's First Trust Rising Dividend Achievers ETF position peaked at $628K in Q4 2025.
  • 569 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.