Birchbrook
RDVY icon

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

Birchbrook’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 		$23.5K Hold
300
– – 0.01% 156
2026
Q2 		$24.3K Buy
+300
New +$22.6K 0.01% 164
2024
Q1 		– Sell
-58
Closed -$3K – 303
2023
Q4 		$3K Buy
+58
New +$2.74K ﹤0.01% 263

Other funds holding RDVY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

Birchbrook's RDVY Position: Q3 2026 in Review

Birchbrook held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2026 at 300 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #156.

Birchbrook first reported a position in RDVY in Q4 2023 and has held it in 3 quarters since. The position peaked at $24.3K in Q2 2026. 373 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Birchbrook held 300 shares of First Trust Rising Dividend Achievers ETF worth $23.5K as of Q3 2026.
  • Birchbrook left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #156 holding.
  • Birchbrook first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 3 quarters since.
  • Birchbrook's First Trust Rising Dividend Achievers ETF position peaked at $24.3K in Q2 2026.
  • 373 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.