Three Bearings Fiduciary Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Three Bearings Fiduciary 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	$23.1K	Sell	285 -15	-5%	-$1.13K	0.02%	105
2026 Q1	$20.5K	Hold	300	–	–	0.02%	108
2025 Q4	$21.7K	Buy	+300	New	+$20.4K	0.02%	109

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Three Bearings Fiduciary Advisors's RDVY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5% in Q2 2026, selling an estimated $1.13K and leaving 285 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #105.

Three Bearings Fiduciary Advisors first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Three Bearings Fiduciary Advisors held 285 shares of First Trust Rising Dividend Achievers ETF worth $23.1K as of Q2 2026.
Three Bearings Fiduciary Advisors sold 15 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.13K.
First Trust Rising Dividend Achievers ETF made up 0.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #105 holding.
Three Bearings Fiduciary Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.