Plante Moran Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Plante Moran Financial Advisors’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	$156K	Buy	+1,926	New	+$145K	0.01%	191
2024 Q1	–	Sell	-524	Closed	-$27.1K	–	919
2023 Q4	$27.1K	Buy	+524	New	+$24.8K	﹤0.01%	405

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

Plante Moran Financial Advisors's RDVY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 1,926 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in RDVY as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in RDVY in Q4 2023 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Plante Moran Financial Advisors held 1,926 shares of First Trust Rising Dividend Achievers ETF worth $156K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Plante Moran Financial Advisors position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #191 holding.
Plante Moran Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 2 quarters since.
820 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.