Blom & Howell Financial Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Blom & Howell Financial Planning’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	$7.51M	Buy	92,702 +10,648	+13%	+$801K	6.26%	7
2026 Q1	$5.6M	Buy	82,054 +10,035	+14%	+$714K	5.5%	7
2025 Q4	$5M	Buy	+72,019	New	+$4.9M	4.97%	8

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blom & Howell Financial Planning's RDVY Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q2 2026, buying an estimated $801K and bringing the position to 92,702 shares worth $7.51M. The position accounts for 6.26% of the portfolio, ranked #7.

Blom & Howell Financial Planning first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Blom & Howell Financial Planning held 92,702 shares of First Trust Rising Dividend Achievers ETF worth $7.51M as of Q2 2026.
Blom & Howell Financial Planning bought 10,648 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $801K.
First Trust Rising Dividend Achievers ETF made up 6.26% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #7 holding.
Blom & Howell Financial Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
813 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.