DCA
RDVY icon

DB&C Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

DB&C Advisors’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 		$847K Sell
10,446
-94
-0.9% -$7.07K 0.92% 30
2026
Q1 		$720K Buy
10,540
+861
+9% +$61.3K 0.94% 32
2025
Q4 		$672K Buy
+9,679
New +$658K 0.84% 35

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DB&C Advisors's RDVY Position: Q2 2026 in Review

DB&C Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.89% in Q2 2026, selling an estimated $7.07K and leaving 10,446 shares worth $847K. The position accounts for 0.92% of the portfolio, ranked #30.

DB&C Advisors first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • DB&C Advisors held 10,446 shares of First Trust Rising Dividend Achievers ETF worth $847K as of Q2 2026.
  • DB&C Advisors sold 94 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.07K.
  • First Trust Rising Dividend Achievers ETF made up 0.92% of DB&C Advisors's portfolio in Q2 2026, its #30 holding.
  • DB&C Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.