Blue Trust Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Blue Trust Inc’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	$6.9K	Buy	85 +43	+102%	+$3.23K	﹤0.01%	1955
2026 Q1	$2.87K	Hold	42	–	–	﹤0.01%	2077
2025 Q4	$2.92K	Sell	42 -42	-50%	-$2.85K	﹤0.01%	2088
2025 Q3	$5.65K	Sell	84 -160	-66%	-$10.4K	﹤0.01%	1971
2025 Q2	$15.3K	Buy	244 +202	+481%	+$11.9K	﹤0.01%	1769
2025 Q1	$2.46K	Sell	42 -325	-89%	-$19.8K	﹤0.01%	2205
2024 Q4	$21.7K	Buy	367 +325	+774%	+$19.8K	﹤0.01%	1579
2024 Q3	$2.3K	Hold	42	–	–	﹤0.01%	2554
2024 Q2	$2.36K	Hold	42	–	–	﹤0.01%	2409
2024 Q1	$2.36K	Buy	+42	New	+$2.2K	﹤0.01%	1791
2023 Q4	–	Sell	-151	Closed	-$7K	–	2661
2023 Q3	$7K	Buy	+151	New	+$7.22K	﹤0.01%	1549
2023 Q2	–	Sell	-208	Closed	-$9K	–	2430
2023 Q1	$9K	Buy	+208	New	+$9.55K	﹤0.01%	1634

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 Trust Inc's RDVY Position: Q2 2026 in Review

Blue Trust Inc increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 102% in Q2 2026, buying an estimated $3.23K and bringing the position to 85 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Blue Trust Inc first reported a position in RDVY in Q1 2023 and has held it in 12 quarters since. The position peaked at $21.7K in Q4 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Blue Trust Inc held 85 shares of First Trust Rising Dividend Achievers ETF worth $6.9K as of Q2 2026.
Blue Trust Inc bought 43 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.23K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1955 holding.
Blue Trust Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 12 quarters since.
Blue Trust Inc's First Trust Rising Dividend Achievers ETF position peaked at $21.7K in Q4 2024.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.