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

Congress Wealth 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
2025 Q2	$12.3M	Buy	+196,566	New	+$11.6M	0.12%	205

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's RDVY Position: Q2 2025 in Review

Congress Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025: 196,566 shares worth $12.3M. The stake represents 0.12% of the portfolio and ranks #205 among its holdings.

650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Congress Wealth Management held 196,566 shares of First Trust Rising Dividend Achievers ETF worth $12.3M as of Q2 2025.
First Trust Rising Dividend Achievers ETF was a new Congress Wealth Management position in Q2 2025.
First Trust Rising Dividend Achievers ETF made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #205 holding.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.