Lowe Brockenbrough & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lowe Brockenbrough & 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	$823K	Sell	10,150 -200	-2%	-$15K	0.04%	190
2026 Q1	$707K	Sell	10,350 -1,550	-13%	-$110K	0.04%	201
2025 Q4	$827K	Buy	11,900 +6,450	+118%	+$438K	0.04%	190
2025 Q3	$367K	Buy	5,450 +3,450	+173%	+$224K	0.02%	239
2025 Q2	$125K	Buy	+2,000	New	+$118K	0.01%	278
2022 Q1	–	Sell	-4,144	Closed	-$215K	–	271
2021 Q4	$215K	Buy	+4,144	New	+$209K	0.02%	248

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

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

Lowe Brockenbrough & Co's RDVY Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q2 2026, selling an estimated $15K and leaving 10,150 shares worth $823K. The position accounts for 0.04% of the portfolio, ranked #190.

Lowe Brockenbrough & Co first reported a position in RDVY in Q4 2021 and has held it in 6 quarters since. The position peaked at $827K in Q4 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Lowe Brockenbrough & Co held 10,150 shares of First Trust Rising Dividend Achievers ETF worth $823K as of Q2 2026.
Lowe Brockenbrough & Co sold 200 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15K.
First Trust Rising Dividend Achievers ETF made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #190 holding.
Lowe Brockenbrough & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 6 quarters since.
Lowe Brockenbrough & Co's First Trust Rising Dividend Achievers ETF position peaked at $827K in Q4 2025.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.