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

Blue Rock 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	$339K	Sell	4,185 -100	-2%	-$7.52K	0.19%	78
2026 Q1	$293K	Hold	4,285	–	–	0.19%	79
2025 Q4	$298K	Hold	4,285	–	–	0.18%	80
2025 Q3	$288K	Sell	4,285 -471	-10%	-$30.6K	0.18%	86
2025 Q2	$298K	Sell	4,756 -6,577	-58%	-$387K	0.21%	76
2025 Q1	$663K	Buy	+11,333	New	+$689K	0.56%	37

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 Rock Wealth Management's RDVY Position: Q2 2026 in Review

Blue Rock Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.3% in Q2 2026, selling an estimated $7.52K and leaving 4,185 shares worth $339K. The position accounts for 0.19% of the portfolio, ranked #78.

Blue Rock Wealth Management first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $663K in Q1 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Blue Rock Wealth Management held 4,185 shares of First Trust Rising Dividend Achievers ETF worth $339K as of Q2 2026.
Blue Rock Wealth Management sold 100 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.52K.
First Trust Rising Dividend Achievers ETF made up 0.19% of Blue Rock Wealth Management's portfolio in Q2 2026, its #78 holding.
Blue Rock Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Blue Rock Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $663K in Q1 2025.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.