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

BankPlus Wealth Management’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	$4.52M	Buy	55,816 +6,974	+14%	+$525K	2.04%	8
2026 Q1	$3.34M	Buy	48,842 +7,316	+18%	+$521K	1.72%	12
2025 Q4	$2.89M	Buy	41,526 +3,929	+10%	+$267K	1.59%	13
2025 Q3	$2.53M	Buy	37,597 +9,866	+36%	+$640K	1.49%	13
2025 Q2	$1.74M	Buy	27,731 +4,892	+21%	+$288K	1.15%	14
2025 Q1	$1.34M	Sell	22,839 -42,417	-65%	-$2.58M	0.98%	18
2024 Q4	$3.86M	Buy	+65,256	New	+$3.98M	2.88%	5

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

BankPlus Wealth Management's RDVY Position: Q2 2026 in Review

BankPlus Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 14% in Q2 2026, buying an estimated $525K and bringing the position to 55,816 shares worth $4.52M. The position accounts for 2.04% of the portfolio, ranked #8.

BankPlus Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

BankPlus Wealth Management held 55,816 shares of First Trust Rising Dividend Achievers ETF worth $4.52M as of Q2 2026.
BankPlus Wealth Management bought 6,974 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $525K.
First Trust Rising Dividend Achievers ETF made up 2.04% of BankPlus Wealth Management's portfolio in Q2 2026, its #8 holding.
BankPlus Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.