BFC
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Bedel Financial Consulting’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bedel Financial Consulting’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
Q1 		$244K Hold
3,575
– – 0.03% 261
2025
Q4 		$248K Hold
3,575
– – 0.03% 243
2025
Q3 		$240K Hold
3,575
– – 0.03% 245
2025
Q2 		$224K Hold
3,575
– – 0.03% 247
2025
Q1 		$207K Buy
+3,575
New +$217K 0.03% 251
2022
Q2 		– Sell
-1,613
Closed -$79K – 723
2022
Q1 		$79K Buy
+1,613
New +$80.5K 0.02% 316
2019
Q2 		– Sell
-1,009
Closed -$30K – 742
2019
Q1 		$30K Hold
1,009
– – 0.02% 345
2018
Q4 		$27K Buy
+1,009
New +$29.3K 0.02% 331

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return