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

BIP Wealth’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 Q3	$461K	Sell	5,893 -38	-0.6%	-$3.08K	0.01%	399
2026 Q2	$481K	Buy	5,931 +5	+0.1%	+$376	0.01%	377
2026 Q1	$405K	Sell	5,926 -37	-0.6%	-$2.63K	0.02%	323
2025 Q4	$414K	Buy	+5,963	New	+$405K	0.01%	322

Other funds holding RDVY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

BIP Wealth's RDVY Position: Q3 2026 in Review

BIP Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.64% in Q3 2026, selling an estimated $3.08K and leaving 5,893 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #399.

BIP Wealth first reported a position in RDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $481K in Q2 2026. 266 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

BIP Wealth held 5,893 shares of First Trust Rising Dividend Achievers ETF worth $461K as of Q3 2026.
BIP Wealth sold 38 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $3.08K.
First Trust Rising Dividend Achievers ETF made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #399 holding.
BIP Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
BIP Wealth's First Trust Rising Dividend Achievers ETF position peaked at $481K in Q2 2026.
266 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.