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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return