WA
RDVY icon

Walsh & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Walsh & Associates’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 		$65.4K Hold
807
– – 0.05% 105
2026
Q1 		$55.1K Hold
807
– – 0.05% 105
2025
Q4 		$56.1K Buy
+807
New +$54.9K 0.06% 103

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

Walsh & Associates's RDVY Position: Q2 2026 in Review

Walsh & Associates held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 807 shares worth $65.4K. The position accounts for 0.05% of the portfolio, ranked #105.

Walsh & Associates first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Walsh & Associates held 807 shares of First Trust Rising Dividend Achievers ETF worth $65.4K as of Q2 2026.
  • Walsh & Associates left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of Walsh & Associates's portfolio in Q2 2026, its #105 holding.
  • Walsh & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.