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Steigerwald Gordon & Koch’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Steigerwald Gordon & Koch’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 		$15.3K Hold
189
– – ﹤0.01% 480
2026
Q1 		$12.9K Buy
+189
New +$13.5K ﹤0.01% 491

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

Steigerwald Gordon & Koch's RDVY Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 189 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Steigerwald Gordon & Koch first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Steigerwald Gordon & Koch held 189 shares of First Trust Rising Dividend Achievers ETF worth $15.3K as of Q2 2026.
  • Steigerwald Gordon & Koch left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #480 holding.
  • Steigerwald Gordon & Koch first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.