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RDVY icon

Onyx Bridge Wealth Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Onyx Bridge Wealth 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 		$1M Buy
12,393
+70
+0.6% +$5.26K 0.09% 153
2026
Q1 		$841K Buy
12,323
+79
+0.6% +$5.62K 0.09% 160
2025
Q4 		$851K Sell
12,244
-24
-0.2% -$1.63K 0.09% 151
2025
Q3 		$825K Sell
12,268
-153
-1% -$9.93K 0.09% 157
2025
Q2 		$779K Sell
12,421
-1,302
-9% -$76.6K 0.1% 137
2025
Q1 		$803K Sell
13,723
-680
-5% -$41.3K 0.12% 118
2024
Q4 		$852K Sell
14,403
-737
-5% -$45K 0.12% 112
2024
Q3 		$896K Sell
15,140
-991
-6% -$56.4K 0.14% 109
2024
Q2 		$883K Sell
16,131
-97
-0.6% -$5.3K 0.15% 103
2024
Q1 		$880K Sell
16,228
-628
-4% -$32.9K 0.16% 101
2023
Q4 		$871K Sell
16,856
-1,136
-6% -$53.7K 0.18% 89
2023
Q3 		$827K Buy
17,992
+2
+0% +$96 0.19% 81
2023
Q2 		$847K Sell
17,990
-2,648
-13% -$120K 0.2% 87
2023
Q1 		$926K Buy
20,638
+268
+1% +$12.3K 0.37% 54
2022
Q4 		$924K Sell
20,370
-6,182
-23% -$270K 0.38% 39
2022
Q3 		$1.04M Sell
26,552
-2,981
-10% -$128K 0.48% 28
2022
Q2 		$1.28M Buy
29,533
+10,503
+55% +$476K 0.57% 21
2022
Q1 		$875K Buy
19,030
+4,616
+32% +$230K 0.33% 35
2021
Q4 		$761K Buy
14,414
+2,149
+18% +$108K 0.26% 49
2021
Q3 		$613K Buy
12,265
+7,671
+167% +$372K 0.23% 54
2021
Q2 		$217K Buy
+4,594
New +$220K 0.09% 109

Other funds holding RDVY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Onyx Bridge Wealth Group's RDVY Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.57% in Q2 2026, buying an estimated $5.26K and bringing the position to 12,393 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #153.

Onyx Bridge Wealth Group first reported a position in RDVY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.28M in Q2 2022. 308 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Onyx Bridge Wealth Group held 12,393 shares of First Trust Rising Dividend Achievers ETF worth $1M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 70 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.26K.
  • First Trust Rising Dividend Achievers ETF made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #153 holding.
  • Onyx Bridge Wealth Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • Onyx Bridge Wealth Group's First Trust Rising Dividend Achievers ETF position peaked at $1.28M in Q2 2022.
  • 308 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.