Compass Financial Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Compass Financial Management’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	$244K	Buy	+3,005	New	+$226K	0.03%	385

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compass Financial Management's RDVY Position: Q2 2026 in Review

Compass Financial Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 3,005 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #385 among its holdings.

782 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Compass Financial Management held 3,005 shares of First Trust Rising Dividend Achievers ETF worth $244K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Compass Financial Management position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #385 holding.
782 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.