BlueChip Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

BlueChip Wealth Advisors’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	$6.05M	Sell	74,587 -392	-0.5%	-$29.5K	2.29%	12
2026 Q1	$5.12M	Sell	74,979 -3,639	-5%	-$259K	2.25%	14
2025 Q4	$5.46M	Sell	78,618 -1,245	-2%	-$84.6K	2.3%	14
2025 Q3	$5.37M	Sell	79,863 -6,202	-7%	-$402K	2.29%	14
2025 Q2	$5.4M	Sell	86,065 -871	-1%	-$51.2K	2.4%	11
2025 Q1	$5.09M	Buy	86,936 +6,465	+8%	+$393K	2.5%	11
2024 Q4	$4.76M	Buy	80,471 +1,140	+1%	+$69.6K	2.64%	11
2024 Q3	$4.7M	Sell	79,331 -1,956	-2%	-$111K	2.46%	12
2024 Q2	$4.45M	Buy	81,287 +5,665	+7%	+$310K	2.62%	10
2024 Q1	$4.25M	Buy	75,622 +3,026	+4%	+$159K	2.74%	10
2023 Q4	$3.75M	Buy	+72,596	New	+$3.43M	2.63%	11

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

BlueChip Wealth Advisors's RDVY Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.52% in Q2 2026, selling an estimated $29.5K and leaving 74,587 shares worth $6.05M. The position accounts for 2.29% of the portfolio, ranked #12.

BlueChip Wealth Advisors first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

BlueChip Wealth Advisors held 74,587 shares of First Trust Rising Dividend Achievers ETF worth $6.05M as of Q2 2026.
BlueChip Wealth Advisors sold 392 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $29.5K.
First Trust Rising Dividend Achievers ETF made up 2.29% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #12 holding.
BlueChip Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.