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 Q2	$290K	Hold	3,575	–	–	0.03%	249
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 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

Bedel Financial Consulting's RDVY Position: Q2 2026 in Review

Bedel Financial Consulting held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 3,575 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #249.

Bedel Financial Consulting first reported a position in RDVY in Q4 2018 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Bedel Financial Consulting held 3,575 shares of First Trust Rising Dividend Achievers ETF worth $290K as of Q2 2026.
Bedel Financial Consulting left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #249 holding.
Bedel Financial Consulting first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.