Chris Bulman’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Chris Bulman’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	$19M	Buy	233,836 +18,568	+9%	+$1.4M	6.92%	2
2026 Q1	$14.7M	Buy	215,268 +26,598	+14%	+$1.89M	6.44%	2
2025 Q4	$13.1M	Buy	188,670 +47,781	+34%	+$3.25M	5.8%	3
2025 Q3	$9.48M	Buy	140,889 +55,611	+65%	+$3.61M	4.75%	4
2025 Q2	$5.35M	Buy	85,278 +44,075	+107%	+$2.59M	3.05%	10
2025 Q1	$2.41M	Buy	41,203 +16,472	+67%	+$1M	1.52%	17
2024 Q4	$1.46M	Buy	24,731 +11,253	+83%	+$687K	0.93%	28
2024 Q3	$798K	Buy	+13,478	New	+$766K	0.54%	41

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

Chris Bulman's RDVY Position: Q2 2026 in Review

Chris Bulman increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.6% in Q2 2026, buying an estimated $1.4M and bringing the position to 233,836 shares worth $19M. The position accounts for 6.92% of the portfolio, ranked #2.

Chris Bulman first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Chris Bulman held 233,836 shares of First Trust Rising Dividend Achievers ETF worth $19M as of Q2 2026.
Chris Bulman bought 18,568 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.4M.
First Trust Rising Dividend Achievers ETF made up 6.92% of Chris Bulman's portfolio in Q2 2026, its #2 holding.
Chris Bulman first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.