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

Bravera Wealth’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 		$6.96M Buy
85,803
+7,160
+9% +$538K 2.67% 6
2026
Q1 		$5.37M Buy
78,643
+12,539
+19% +$893K 2.42% 9
2025
Q4 		$4.59M Buy
+66,104
New +$4.49M 2.3% 9

Other funds holding RDVY

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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bravera Wealth's RDVY Position: Q2 2026 in Review

Bravera Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.1% in Q2 2026, buying an estimated $538K and bringing the position to 85,803 shares worth $6.96M. The position accounts for 2.67% of the portfolio, ranked #6.

Bravera Wealth first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Bravera Wealth held 85,803 shares of First Trust Rising Dividend Achievers ETF worth $6.96M as of Q2 2026.
  • Bravera Wealth bought 7,160 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $538K.
  • First Trust Rising Dividend Achievers ETF made up 2.67% of Bravera Wealth's portfolio in Q2 2026, its #6 holding.
  • Bravera Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.