Matthew Hamilton Rosenberg’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$43.1K	Buy	+550	New	+$44.5K	0.01%	467

Other funds holding RDVY

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Matthew Hamilton Rosenberg's RDVY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026: 550 shares worth $43.1K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

11 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Matthew Hamilton Rosenberg held 550 shares of First Trust Rising Dividend Achievers ETF worth $43.1K as of Q3 2026.
First Trust Rising Dividend Achievers ETF was a new Matthew Hamilton Rosenberg position in Q3 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #467 holding.
11 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.