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Stonebridge Financial Group, LLC/CA’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$15.8M Buy
+194,317
New +$14.6M 2.18% 10

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Stonebridge Financial Group, LLC/CA's RDVY Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 194,317 shares worth $15.8M. The stake represents 2.18% of the portfolio and ranks #10 among its holdings.

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

  • Stonebridge Financial Group, LLC/CA held 194,317 shares of First Trust Rising Dividend Achievers ETF worth $15.8M as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 2.18% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #10 holding.
  • 702 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.