Beaumont Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Beaumont Financial Advisors’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	$2.99M	Sell	36,865 -887	-2%	-$66.7K	0.19%	83
2026 Q1	$2.58M	Sell	37,752 -290	-0.8%	-$20.6K	0.18%	85
2025 Q4	$2.64M	Sell	38,042 -44	-0.1%	-$2.99K	0.17%	78
2025 Q3	$2.56M	Sell	38,086 -1,244	-3%	-$80.7K	0.17%	81
2025 Q2	$2.47M	Sell	39,330 -110	-0.3%	-$6.47K	0.18%	79
2025 Q1	$2.31M	Sell	39,440 -7,609	-16%	-$463K	0.18%	82
2024 Q4	$2.78M	Sell	47,049 -539	-1%	-$32.9K	0.21%	76
2024 Q3	$2.82M	Sell	47,588 -690	-1%	-$39.2K	0.22%	68
2024 Q2	$2.64M	Sell	48,278 -616	-1%	-$33.7K	0.21%	71
2024 Q1	$2.75M	Sell	48,894 -388	-0.8%	-$20.4K	0.23%	65
2023 Q4	$2.55M	Buy	+49,282	New	+$2.33M	0.23%	65
2022 Q2	–	Sell	-287,572	Closed	-$14.1M	–	354
2022 Q1	$14.1M	Buy	287,572 +104,314	+57%	+$5.21M	1.07%	25
2021 Q4	$9.49M	Buy	+183,258	New	+$9.24M	0.69%	42

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 22.96% 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

Beaumont Financial Advisors's RDVY Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.3% in Q2 2026, selling an estimated $66.7K and leaving 36,865 shares worth $2.99M. The position accounts for 0.19% of the portfolio, ranked #83.

Beaumont Financial Advisors first reported a position in RDVY in Q4 2021 and has held it in 13 quarters since. The position peaked at $14.1M in Q1 2022. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Beaumont Financial Advisors held 36,865 shares of First Trust Rising Dividend Achievers ETF worth $2.99M as of Q2 2026.
Beaumont Financial Advisors sold 887 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $66.7K.
First Trust Rising Dividend Achievers ETF made up 0.19% of Beaumont Financial Advisors's portfolio in Q2 2026, its #83 holding.
Beaumont Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 13 quarters since.
Beaumont Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $14.1M in Q1 2022.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.