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Leigh Baldwin & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Leigh Baldwin & Co’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 		$1.19M Sell
14,695
-245
-2% -$18.4K 0.64% 36
2026
Q1 		$1.02M Buy
14,940
+102
+0.7% +$7.26K 0.66% 41
2025
Q4 		$1.03M Sell
14,838
-43,541
-75% -$2.96M 0.68% 36
2025
Q3 		$3.93M Buy
58,379
+1,050
+2% +$68.1K 2.21% 9
2025
Q2 		$3.6M Buy
57,329
+11,429
+25% +$672K 2.37% 9
2025
Q1 		$2.69M Buy
45,900
+8,027
+21% +$488K 2.16% 9
2024
Q4 		$2.24M Buy
+37,873
New +$2.31M 1.89% 9

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

Leigh Baldwin & Co's RDVY Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, selling an estimated $18.4K and leaving 14,695 shares worth $1.19M. The position accounts for 0.64% of the portfolio, ranked #36.

Leigh Baldwin & Co first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.93M in Q3 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Leigh Baldwin & Co held 14,695 shares of First Trust Rising Dividend Achievers ETF worth $1.19M as of Q2 2026.
  • Leigh Baldwin & Co sold 245 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $18.4K.
  • First Trust Rising Dividend Achievers ETF made up 0.64% of Leigh Baldwin & Co's portfolio in Q2 2026, its #36 holding.
  • Leigh Baldwin & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • Leigh Baldwin & Co's First Trust Rising Dividend Achievers ETF position peaked at $3.93M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.