BankPlus Trust Department’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

BankPlus Trust Department’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	$362K	Buy	4,469 +286	+7%	+$21.5K	0.08%	147
2026 Q1	$286K	Hold	4,183	–	–	0.08%	155
2025 Q4	$291K	Hold	4,183	–	–	0.08%	148
2025 Q3	$281K	Hold	4,183	–	–	0.08%	146
2025 Q2	$262K	Buy	4,183 +391	+10%	+$23K	0.08%	138
2025 Q1	$222K	Sell	3,792 -221	-6%	-$13.4K	0.07%	134
2024 Q4	$237K	Buy	+4,013	New	+$245K	0.08%	130

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BankPlus Trust Department's RDVY Position: Q2 2026 in Review

BankPlus Trust Department increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.8% in Q2 2026, buying an estimated $21.5K and bringing the position to 4,469 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #147.

BankPlus Trust Department first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

BankPlus Trust Department held 4,469 shares of First Trust Rising Dividend Achievers ETF worth $362K as of Q2 2026.
BankPlus Trust Department bought 286 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $21.5K.
First Trust Rising Dividend Achievers ETF made up 0.08% of BankPlus Trust Department's portfolio in Q2 2026, its #147 holding.
BankPlus Trust Department first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.