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Johnson Financial Group Inc (Wisconsin)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$85.6K Buy
1,056
+456
+76% +$34.3K ﹤0.01% 413
2026
Q1 		$41K Hold
600
– – ﹤0.01% 498
2025
Q4 		$41.7K Buy
600
+513
+590% +$34.9K ﹤0.01% 527
2025
Q3 		$5.85K Buy
+87
New +$5.64K ﹤0.01% 833
2024
Q2 		– Sell
-56
Closed -$3.15K – 934
2024
Q1 		$3.15K Buy
+56
New +$2.94K ﹤0.01% 615

Other funds holding RDVY

LPL Financial
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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

Johnson Financial Group Inc (Wisconsin)'s RDVY Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 76% in Q2 2026, buying an estimated $34.3K and bringing the position to 1,056 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Johnson Financial Group Inc (Wisconsin) first reported a position in RDVY in Q1 2024 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,056 shares of First Trust Rising Dividend Achievers ETF worth $85.6K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 456 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $34.3K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #413 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 5 quarters since.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.