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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
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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Birchbrook's RDVY Position: Q2 2026 in Review

Birchbrook opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 300 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings. This is a return to the name: Birchbrook previously reported a position in RDVY as recently as Q4 2023.

Birchbrook first reported a position in RDVY in Q4 2023 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Birchbrook held 300 shares of First Trust Rising Dividend Achievers ETF worth $24.3K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Birchbrook position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Birchbrook's portfolio in Q2 2026, its #164 holding.
  • Birchbrook first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.