Stonebridge Financial Planning Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Stonebridge Financial Planning 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	$6.07M	Buy	74,931 +4,950	+7%	+$372K	1.93%	8
2026 Q1	$4.78M	Buy	69,981 +6,535	+10%	+$465K	1.75%	13
2025 Q4	$4.41M	Buy	63,446 +12,215	+24%	+$830K	1.59%	15
2025 Q3	$3.45M	Buy	51,231 +22,935	+81%	+$1.49M	1.29%	18
2025 Q2	$1.78M	Buy	28,296 +7,627	+37%	+$449K	0.74%	43
2025 Q1	$1.21M	Buy	20,669 +731	+4%	+$44.4K	0.55%	60
2024 Q4	$1.18M	Buy	19,938 +1,602	+9%	+$97.7K	0.53%	58
2024 Q3	$1.09M	Buy	18,336 +701	+4%	+$39.9K	0.52%	56
2024 Q2	$966K	Buy	17,635 +1,176	+7%	+$64.3K	0.49%	56
2024 Q1	$925K	Buy	16,459 +1,710	+12%	+$89.7K	0.49%	59
2023 Q4	$762K	Buy	14,749 +4,417	+43%	+$209K	0.44%	61
2023 Q3	$475K	Buy	10,332 +4,405	+74%	+$211K	0.3%	79
2023 Q2	$279K	Buy	+5,927	New	+$268K	0.17%	115
2022 Q1	–	Sell	-3,640	Closed	-$180K	–	309
2021 Q4	$180K	Buy	3,640 +340	+10%	+$17.1K	0.09%	126
2021 Q3	$168K	Buy	3,300 +1,420	+76%	+$68.8K	0.08%	132
2021 Q2	$91K	Buy	1,880 +1,005	+115%	+$48.1K	0.05%	171
2021 Q1	$41K	Buy	+875	New	+$37.3K	0.02%	229
2020 Q2	–	Sell	-500	Closed	-$14K	–	409
2020 Q1	$14K	Hold	500	–	–	0.01%	278
2019 Q4	$18K	Buy	+500	New	+$16.9K	0.02%	247

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 22.96% 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

Stonebridge Financial Planning Group's RDVY Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.1% in Q2 2026, buying an estimated $372K and bringing the position to 74,931 shares worth $6.07M. The position accounts for 1.93% of the portfolio, ranked #8.

Stonebridge Financial Planning Group first reported a position in RDVY in Q4 2019 and has held it in 19 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Stonebridge Financial Planning Group held 74,931 shares of First Trust Rising Dividend Achievers ETF worth $6.07M as of Q2 2026.
Stonebridge Financial Planning Group bought 4,950 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $372K.
First Trust Rising Dividend Achievers ETF made up 1.93% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #8 holding.
Stonebridge Financial Planning Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 19 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.