Parkside Financial Bank & Trust’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Parkside Financial Bank & Trust’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	$203K	Buy	2,505 +4	+0.2%	+$301	0.01%	493
2026 Q1	$171K	Buy	2,501 +7	+0.3%	+$498	0.01%	496
2025 Q4	$173K	Hold	2,494	–	–	0.01%	497
2025 Q3	$168K	Hold	2,494	–	–	0.01%	492
2025 Q2	$156K	Hold	2,494	–	–	0.02%	499
2025 Q1	$146K	Sell	2,494 -1,360	-35%	-$82.7K	0.02%	462
2024 Q4	$228K	Buy	3,854 +1,360	+55%	+$83K	0.03%	357
2024 Q3	$148K	Hold	2,494	–	–	0.02%	438
2024 Q2	$137K	Hold	2,494	–	–	0.02%	438
2024 Q1	$140K	Hold	2,494	–	–	0.02%	427
2023 Q4	$129K	Hold	2,494	–	–	0.02%	410
2023 Q3	$115K	Hold	2,494	–	–	0.03%	374
2023 Q2	$117K	Hold	2,494	–	–	0.03%	376
2023 Q1	$112K	Hold	2,494	–	–	0.03%	362
2022 Q4	$110K	Hold	2,494	–	–	0.03%	362
2022 Q3	$97K	Hold	2,494	–	–	0.03%	350
2022 Q2	$102K	Hold	2,494	–	–	0.03%	342
2022 Q1	$122K	Hold	2,494	–	–	0.03%	316
2021 Q4	$129K	Hold	2,494	–	–	0.03%	317
2021 Q3	$118K	Hold	2,494	–	–	0.03%	293
2021 Q2	$120K	Hold	2,494	–	–	0.03%	295
2021 Q1	$113K	Buy	+2,494	New	+$106K	0.03%	292

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Parkside Financial Bank & Trust's RDVY Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.16% in Q2 2026, buying an estimated $301 and bringing the position to 2,505 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #493.

Parkside Financial Bank & Trust first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $228K in Q4 2024. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Parkside Financial Bank & Trust held 2,505 shares of First Trust Rising Dividend Achievers ETF worth $203K as of Q2 2026.
Parkside Financial Bank & Trust bought 4 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $301.
First Trust Rising Dividend Achievers ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #493 holding.
Parkside Financial Bank & Trust first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
Parkside Financial Bank & Trust's First Trust Rising Dividend Achievers ETF position peaked at $228K in Q4 2024.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.