Clifford Swan Investment Counsel’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Clifford Swan Investment Counsel’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	$324K	Hold	4,003	–	–	0.01%	272
2026 Q1	$273K	Hold	4,003	–	–	0.01%	283
2025 Q4	$278K	Hold	4,003	–	–	0.01%	275
2025 Q3	$269K	Buy	+4,003	New	+$260K	0.01%	284

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

Clifford Swan Investment Counsel's RDVY Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,003 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #272.

Clifford Swan Investment Counsel first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Clifford Swan Investment Counsel held 4,003 shares of First Trust Rising Dividend Achievers ETF worth $324K as of Q2 2026.
Clifford Swan Investment Counsel left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #272 holding.
Clifford Swan Investment Counsel first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.