NorthRock Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

NorthRock Partners’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	$217K	Buy	+2,675	New	+$201K	﹤0.01%	626

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NorthRock Partners's RDVY Position: Q2 2026 in Review

NorthRock Partners opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 2,675 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings.

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

NorthRock Partners held 2,675 shares of First Trust Rising Dividend Achievers ETF worth $217K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new NorthRock Partners position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #626 holding.
657 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.