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

BFSG 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 		$10.5K Sell
130
-130
-50% -$9.78K ﹤0.01% 574
2026
Q1 		$17.8K Hold
260
– – ﹤0.01% 511
2025
Q4 		$18.1K Buy
+260
New +$17.7K ﹤0.01% 493

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFSG LLC's RDVY Position: Q2 2026 in Review

BFSG LLC reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 50% in Q2 2026, selling an estimated $9.78K and leaving 130 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

BFSG LLC first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.1K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • BFSG LLC held 130 shares of First Trust Rising Dividend Achievers ETF worth $10.5K as of Q2 2026.
  • BFSG LLC sold 130 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.78K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #574 holding.
  • BFSG LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • BFSG LLC's First Trust Rising Dividend Achievers ETF position peaked at $18.1K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.