Blue Bell Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Blue Bell Private Wealth Management’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	$173K	Hold	2,130	–	–	0.02%	298
2026 Q1	$145K	Hold	2,130	–	–	0.02%	301
2025 Q4	$148K	Hold	2,130	–	–	0.02%	286
2025 Q3	$143K	Hold	2,130	–	–	0.02%	285
2025 Q2	$134K	Hold	2,130	–	–	0.02%	284
2025 Q1	$125K	Hold	2,130	–	–	0.02%	269
2024 Q4	$126K	Buy	2,130 +14	+0.7%	+$854	0.02%	254
2024 Q3	$125K	Buy	2,116 +75	+4%	+$4.26K	0.02%	254
2024 Q2	$112K	Hold	2,041	–	–	0.02%	261
2024 Q1	$115K	Hold	2,041	–	–	0.02%	251
2023 Q4	$105K	Buy	2,041 +41	+2%	+$1.94K	0.03%	233
2023 Q3	$91.9K	Hold	2,000	–	–	0.02%	209
2023 Q2	$94.2K	Buy	+2,000	New	+$90.5K	0.02%	201

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

Blue Bell Private Wealth Management's RDVY Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 2,130 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #298.

Blue Bell Private Wealth Management first reported a position in RDVY in Q2 2023 and has held it in 13 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Blue Bell Private Wealth Management held 2,130 shares of First Trust Rising Dividend Achievers ETF worth $173K as of Q2 2026.
Blue Bell Private Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #298 holding.
Blue Bell Private Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.