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Mowery & Schoenfeld Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$6.24K Buy
+77
New +$5.79K 0.01% 278

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

Mowery & Schoenfeld Wealth Management's RDVY Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 77 shares worth $6.24K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings.

808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 77 shares of First Trust Rising Dividend Achievers ETF worth $6.24K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #278 holding.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.