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Valtinson Bruner Financial Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Valtinson Bruner Financial Planning’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 		$560K Buy
+6,911
New +$520K 0.14% 83

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

Valtinson Bruner Financial Planning's RDVY Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 6,911 shares worth $560K. The stake represents 0.14% of the portfolio and ranks #83 among its holdings.

810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Valtinson Bruner Financial Planning held 6,911 shares of First Trust Rising Dividend Achievers ETF worth $560K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.14% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #83 holding.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.