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

Bleakley Financial 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	$37.2M	Buy	459,264 +14,364	+3%	+$1.08M	0.47%	48
2026 Q1	$30.4M	Buy	444,900 +146,438	+49%	+$10.4M	0.48%	46
2025 Q4	$20.7M	Buy	+298,462	New	+$20.3M	0.36%	52
2025 Q1	–	Sell	-5,278	Closed	-$312K	–	880
2024 Q4	$312K	Hold	5,278	–	–	0.01%	788
2024 Q3	$313K	Hold	5,278	–	–	0.01%	756
2024 Q2	$289K	Sell	5,278 -140	-3%	-$7.65K	0.01%	763
2024 Q1	$304K	Sell	5,418 -1,233	-19%	-$64.7K	0.01%	754
2023 Q4	$344K	Buy	6,651 +1,362	+26%	+$64.4K	0.01%	698
2023 Q3	$243K	Sell	5,289 -86	-2%	-$4.11K	0.01%	733
2023 Q2	$253K	Buy	+5,375	New	+$243K	0.01%	777

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bleakley Financial Group's RDVY Position: Q2 2026 in Review

Bleakley Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.2% in Q2 2026, buying an estimated $1.08M and bringing the position to 459,264 shares worth $37.2M. The position accounts for 0.47% of the portfolio, ranked #48.

Bleakley Financial Group first reported a position in RDVY in Q2 2023 and has held it in 10 quarters since. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Bleakley Financial Group held 459,264 shares of First Trust Rising Dividend Achievers ETF worth $37.2M as of Q2 2026.
Bleakley Financial Group bought 14,364 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.08M.
First Trust Rising Dividend Achievers ETF made up 0.47% of Bleakley Financial Group's portfolio in Q2 2026, its #48 holding.
Bleakley Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and has held it in 10 quarters since.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.