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

Bernard 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	$3.41K	Hold	42	–	–	﹤0.01%	259
2026 Q1	$2.87K	Hold	42	–	–	﹤0.01%	272
2025 Q4	$2.91K	Hold	42	–	–	﹤0.01%	268
2025 Q3	$2.81K	Hold	42	–	–	﹤0.01%	257
2025 Q2	$2.62K	Hold	42	–	–	﹤0.01%	254
2025 Q1	$2.44K	Buy	42 +1	+2%	+$61	﹤0.01%	296
2024 Q4	$2.45K	Buy	+41	New	+$2.5K	﹤0.01%	262

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

Bernard Wealth Management's RDVY Position: Q2 2026 in Review

Bernard Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 42 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Bernard Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Bernard Wealth Management held 42 shares of First Trust Rising Dividend Achievers ETF worth $3.41K as of Q2 2026.
Bernard Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #259 holding.
Bernard Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.