Stonebridge Financial Group (Pennsylvania)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$901K	Sell	11,110 -819	-7%	-$61.6K	0.07%	133
2026 Q1	$815K	Buy	11,929 +813	+7%	+$57.9K	0.07%	136
2025 Q4	$772K	Buy	11,116 +957	+9%	+$65.1K	0.07%	134
2025 Q3	$683K	Buy	10,159 +327	+3%	+$21.2K	0.06%	136
2025 Q2	$617K	Sell	9,832 -1,118	-10%	-$65.7K	0.06%	137
2025 Q1	$641K	Buy	10,950 +1,182	+12%	+$71.8K	0.07%	130
2024 Q4	$578K	Buy	+9,768	New	+$596K	0.06%	140

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Stonebridge Financial Group (Pennsylvania)'s RDVY Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.9% in Q2 2026, selling an estimated $61.6K and leaving 11,110 shares worth $901K. The position accounts for 0.07% of the portfolio, ranked #133.

Stonebridge Financial Group (Pennsylvania) first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 708 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 11,110 shares of First Trust Rising Dividend Achievers ETF worth $901K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 819 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $61.6K.
First Trust Rising Dividend Achievers ETF made up 0.07% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #133 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
708 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.