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

Bar Harbor 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	$445K	Sell	5,495 -95	-2%	-$7.14K	0.02%	191
2026 Q1	$382K	Sell	5,590 -284	-5%	-$20.2K	0.02%	204
2025 Q4	$408K	Sell	5,874 -46	-0.8%	-$3.13K	0.02%	198
2025 Q3	$398K	Sell	5,920 -225	-4%	-$14.6K	0.02%	199
2025 Q2	$386K	Buy	6,145 +887	+17%	+$52.2K	0.02%	194
2025 Q1	$308K	Hold	5,258	–	–	0.02%	212
2024 Q4	$311K	Hold	5,258	–	–	0.02%	209
2024 Q3	$311K	Sell	5,258 -15	-0.3%	-$853	0.02%	220
2024 Q2	$289K	Buy	+5,273	New	+$288K	0.02%	220

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Bar Harbor Wealth Management's RDVY Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.7% in Q2 2026, selling an estimated $7.14K and leaving 5,495 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #191.

Bar Harbor Wealth Management first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Bar Harbor Wealth Management held 5,495 shares of First Trust Rising Dividend Achievers ETF worth $445K as of Q2 2026.
Bar Harbor Wealth Management sold 95 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.14K.
First Trust Rising Dividend Achievers ETF made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #191 holding.
Bar Harbor Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
185 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.