Strategic Blueprint’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Strategic Blueprint’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	$2.02M	Buy	24,875 +538	+2%	+$40.5K	0.1%	203
2026 Q1	$1.66M	Buy	24,337 +1,319	+6%	+$93.9K	0.1%	204
2025 Q4	$1.6M	Sell	23,018 -4,518	-16%	-$307K	0.09%	208
2025 Q3	$1.85M	Buy	27,536 +2,979	+12%	+$193K	0.08%	217
2025 Q2	$1.54M	Buy	24,557 +34	+0.1%	+$2K	0.08%	230
2025 Q1	$1.44M	Buy	24,523 +2,210	+10%	+$134K	0.08%	220
2024 Q4	$1.32M	Buy	22,313 +738	+3%	+$45K	0.08%	212
2024 Q3	$1.28M	Sell	21,575 -36,086	-63%	-$2.05M	0.08%	212
2024 Q2	$3.16M	Buy	57,661 +2,003	+4%	+$110K	0.21%	104
2024 Q1	$3.13M	Buy	55,658 +1,579	+3%	+$82.8K	0.22%	103
2023 Q4	$2.79M	Sell	54,079 -2,680	-5%	-$127K	0.23%	99
2023 Q3	$2.61M	Sell	56,759 -7,045	-11%	-$337K	0.24%	95
2023 Q2	$3.01M	Buy	63,804 +10,922	+21%	+$494K	0.29%	79
2023 Q1	$2.37M	Buy	52,882 +697	+1%	+$32K	0.24%	98
2022 Q4	$2.29M	Buy	52,185 +3,215	+7%	+$141K	0.27%	95
2022 Q3	$1.9M	Buy	48,970 +3,597	+8%	+$155K	0.23%	108
2022 Q2	$1.86M	Buy	45,373 +7,984	+21%	+$362K	0.23%	106
2022 Q1	$1.83M	Buy	37,389 +13,975	+60%	+$698K	0.21%	106
2021 Q4	$1.21M	Buy	23,414 +8,622	+58%	+$435K	0.15%	150
2021 Q3	$702K	Buy	14,792 +7,769	+111%	+$376K	0.11%	186
2021 Q2	$337K	Buy	+7,023	New	+$336K	0.05%	290
2019 Q4	–	Sell	-1,500	Closed	-$48K	–	342
2019 Q3	$48K	Buy	+1,500	New	+$46.9K	0.04%	155

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

Strategic Blueprint's RDVY Position: Q2 2026 in Review

Strategic Blueprint increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.2% in Q2 2026, buying an estimated $40.5K and bringing the position to 24,875 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #203.

Strategic Blueprint first reported a position in RDVY in Q3 2019 and has held it in 22 quarters since. The position peaked at $3.16M in Q2 2024. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Strategic Blueprint held 24,875 shares of First Trust Rising Dividend Achievers ETF worth $2.02M as of Q2 2026.
Strategic Blueprint bought 538 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $40.5K.
First Trust Rising Dividend Achievers ETF made up 0.1% of Strategic Blueprint's portfolio in Q2 2026, its #203 holding.
Strategic Blueprint first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and has held it in 22 quarters since.
Strategic Blueprint's First Trust Rising Dividend Achievers ETF position peaked at $3.16M in Q2 2024.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.