Beck Bode LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Beck Bode LLC’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	$936K	Sell	11,549 -22	-0.2%	-$1.66K	0.14%	54
2026 Q1	$790K	Sell	11,571 -4,283	-27%	-$305K	0.13%	55
2025 Q4	$1.1M	Sell	15,854 -1,083	-6%	-$73.6K	0.18%	52
2025 Q3	$1.14M	Sell	16,937 -3,775	-18%	-$245K	0.18%	49
2025 Q2	$1.3M	Sell	20,712 -10,995	-35%	-$647K	0.22%	49
2025 Q1	$1.86M	Sell	31,707 -8,006	-20%	-$487K	0.35%	41
2024 Q4	$2.35M	Sell	39,713 -21,564	-35%	-$1.32M	0.43%	41
2024 Q3	$3.63M	Sell	61,277 -27,148	-31%	-$1.54M	0.68%	38
2024 Q2	$4.84M	Sell	88,425 -42,594	-33%	-$2.33M	0.97%	37
2024 Q1	$7.36M	Sell	131,019 -21,084	-14%	-$1.11M	1.5%	27
2023 Q4	$7.86M	Sell	152,103 -7,978	-5%	-$377K	1.76%	24
2023 Q3	$7.36M	Sell	160,081 -4,816	-3%	-$230K	1.88%	19
2023 Q2	$7.77M	Sell	164,897 -13,874	-8%	-$628K	1.89%	18
2023 Q1	$8.02M	Sell	178,771 -20,093	-10%	-$923K	1.97%	15
2022 Q4	$8.73M	Sell	198,864 -3,696	-2%	-$162K	1.96%	14
2022 Q3	$7.88M	Buy	202,560 +1,171	+0.6%	+$50.4K	1.71%	18
2022 Q2	$8.24M	Buy	+201,389	New	+$9.13M	1.75%	16

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

Beck Bode LLC's RDVY Position: Q2 2026 in Review

Beck Bode LLC reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.19% in Q2 2026, selling an estimated $1.66K and leaving 11,549 shares worth $936K. The position accounts for 0.14% of the portfolio, ranked #54.

Beck Bode LLC first reported a position in RDVY in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.73M in Q4 2022. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Beck Bode LLC held 11,549 shares of First Trust Rising Dividend Achievers ETF worth $936K as of Q2 2026.
Beck Bode LLC sold 22 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.66K.
First Trust Rising Dividend Achievers ETF made up 0.14% of Beck Bode LLC's portfolio in Q2 2026, its #54 holding.
Beck Bode LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
Beck Bode LLC's First Trust Rising Dividend Achievers ETF position peaked at $8.73M in Q4 2022.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.