Bessemer Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bessemer Group’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	$6K	Sell	79 -345	-81%	-$25.9K	﹤0.01%	2251
2026 Q1	$29K	Buy	+424	New	+$30.2K	﹤0.01%	1828
2025 Q1	–	Sell	-1,244	Closed	-$74K	–	2684
2024 Q4	$74K	Sell	1,244 -515	-29%	-$31.4K	﹤0.01%	1230
2024 Q3	$104K	Sell	1,759 -2,371	-57%	-$135K	﹤0.01%	1277
2024 Q2	$226K	Buy	+4,130	New	+$226K	﹤0.01%	982
2022 Q2	–	Sell	-745	Closed	-$37K	–	2004
2022 Q1	$37K	Buy	+745	New	+$37.2K	﹤0.01%	1127

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

Bessemer Group's RDVY Position: Q2 2026 in Review

Bessemer Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 81% in Q2 2026, selling an estimated $25.9K and leaving 79 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Bessemer Group first reported a position in RDVY in Q1 2022 and has held it in 6 quarters since. The position peaked at $226K in Q2 2024. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Bessemer Group held 79 shares of First Trust Rising Dividend Achievers ETF worth $6K as of Q2 2026.
Bessemer Group sold 345 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.9K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2251 holding.
Bessemer Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 6 quarters since.
Bessemer Group's First Trust Rising Dividend Achievers ETF position peaked at $226K in Q2 2024.
808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.