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Braun-Bostich & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Braun-Bostich & Associates’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 		$5.44M Buy
67,095
+674
+1% +$50.7K 3.04% 7
2026
Q1 		$4.54M Buy
66,421
+869
+1% +$61.9K 2.84% 11
2025
Q4 		$4.55M Buy
65,552
+411
+0.6% +$27.9K 2.81% 11
2025
Q3 		$4.38M Buy
65,141
+3,364
+5% +$218K 2.76% 11
2025
Q2 		$3.88M Buy
61,777
+1,206
+2% +$70.9K 2.65% 11
2025
Q1 		$3.55M Sell
60,571
-695
-1% -$42.2K 2.62% 10
2024
Q4 		$3.62M Sell
61,266
-2,522
-4% -$154K 2.61% 11
2024
Q3 		$3.78M Buy
63,788
+12,559
+25% +$714K 2.63% 10
2024
Q2 		$2.8M Buy
51,229
+35,623
+228% +$1.95M 2.09% 13
2024
Q1 		$877K Sell
15,606
-5,936
-28% -$311K 0.73% 41
2023
Q4 		$1.11M Buy
+21,542
New +$1.02M 1.01% 23
2023
Q3 		– Sell
-25,223
Closed -$1.19M – 94
2023
Q2 		$1.19M Buy
25,223
+418
+2% +$18.9K 2.54% 11
2023
Q1 		$1.11M Buy
24,805
+363
+1% +$16.7K 2.63% 10
2022
Q4 		$1.07M Sell
24,442
-429
-2% -$18.8K 3.1% 7
2022
Q3 		$967K Sell
24,871
-1,108
-4% -$47.6K 2.96% 8
2022
Q2 		$1.06M Buy
25,979
+29
+0.1% +$1.31K 2.76% 9
2022
Q1 		$1.27M Sell
25,950
-522,227
-95% -$26.1M 2.74% 13
2021
Q4 		$28M Buy
548,177
+523,076
+2,084% +$26.4M 6.67% 2
2021
Q3 		$1.19M Sell
25,101
-59
-0.2% -$2.86K 2.25% 15
2021
Q2 		$1.21M Sell
25,160
-5,394
-18% -$258K 2.2% 15
2021
Q1 		$1.39M Buy
30,554
+1,379
+5% +$58.8K 2.67% 11
2020
Q4 		$1.17M Buy
+29,175
New +$1.06M 2.34% 14

Other funds holding RDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Braun-Bostich & Associates's RDVY Position: Q2 2026 in Review

Braun-Bostich & Associates increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1% in Q2 2026, buying an estimated $50.7K and bringing the position to 67,095 shares worth $5.44M. The position accounts for 3.04% of the portfolio, ranked #7.

Braun-Bostich & Associates first reported a position in RDVY in Q4 2020 and has held it in 22 quarters since. The position peaked at $28M in Q4 2021. 364 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Braun-Bostich & Associates held 67,095 shares of First Trust Rising Dividend Achievers ETF worth $5.44M as of Q2 2026.
  • Braun-Bostich & Associates bought 674 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $50.7K.
  • First Trust Rising Dividend Achievers ETF made up 3.04% of Braun-Bostich & Associates's portfolio in Q2 2026, its #7 holding.
  • Braun-Bostich & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 22 quarters since.
  • Braun-Bostich & Associates's First Trust Rising Dividend Achievers ETF position peaked at $28M in Q4 2021.
  • 364 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.