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Newbridge Financial Services Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Newbridge Financial Services Group’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 		$220K Buy
2,712
+421
+18% +$31.7K 0.03% 237
2026
Q1 		$156K Buy
2,291
+905
+65% +$64.4K 0.03% 247
2025
Q4 		$96.3K Sell
1,386
-2,175
-61% -$148K 0.02% 322
2025
Q3 		$240K Sell
3,561
-899
-20% -$58.3K 0.04% 265
2025
Q2 		$280K Buy
4,460
+3,460
+346% +$203K 0.05% 249
2025
Q1 		$58.5K Sell
1,000
-210
-17% -$12.8K 0.01% 340
2024
Q4 		$71.6K Hold
1,210
– – 0.02% 328
2024
Q3 		$71.6K Buy
1,210
+1,000
+476% +$56.9K 0.03% 226
2024
Q2 		$11.5K Hold
210
– – ﹤0.01% 681
2024
Q1 		$11.8K Hold
210
– – 0.01% 729
2023
Q4 		$10.9K Hold
210
– – 0.01% 718
2023
Q3 		$9.65K Sell
210
-160
-43% -$7.65K ﹤0.01% 825
2023
Q2 		$17.4K Hold
370
– – 0.01% 733
2023
Q1 		$16.6K Sell
370
-195
-35% -$8.96K 0.01% 779
2022
Q4 		$24.8K Sell
565
-837
-60% -$36.6K 0.01% 651
2022
Q3 		$55K Sell
1,402
-1,841
-57% -$79.2K 0.03% 428
2022
Q2 		$133K Sell
3,243
-7,706
-70% -$349K 0.08% 224
2022
Q1 		$537K Sell
10,949
-3,632
-25% -$181K 0.26% 77
2021
Q4 		$755K Buy
14,581
+9,793
+205% +$494K 0.36% 63
2021
Q3 		$227K Buy
4,788
+3,800
+385% +$184K 0.14% 158
2021
Q2 		$47K Buy
988
+195
+25% +$9.34K 0.03% 462
2021
Q1 		$36K Hold
793
– – 0.03% 486
2020
Q4 		$32K Hold
793
– – 0.03% 433
2020
Q3 		$26K Buy
+793
New +$25.7K 0.03% 439

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

Newbridge Financial Services Group's RDVY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 18% in Q2 2026, buying an estimated $31.7K and bringing the position to 2,712 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #237.

Newbridge Financial Services Group first reported a position in RDVY in Q3 2020 and has held it in 24 quarters since. The position peaked at $755K in Q4 2021. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Newbridge Financial Services Group held 2,712 shares of First Trust Rising Dividend Achievers ETF worth $220K as of Q2 2026.
  • Newbridge Financial Services Group bought 421 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $31.7K.
  • First Trust Rising Dividend Achievers ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #237 holding.
  • Newbridge Financial Services Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's First Trust Rising Dividend Achievers ETF position peaked at $755K in Q4 2021.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.