Scheeler Financial LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Scheeler Financial LLC’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 Q3	$222K	Buy	+2,830	New	+$229K	0.17%	67

Other funds holding RDVY

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Scheeler Financial LLC's RDVY Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026: 2,830 shares worth $222K. The stake represents 0.17% of the portfolio and ranks #67 among its holdings.

52 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Scheeler Financial LLC held 2,830 shares of First Trust Rising Dividend Achievers ETF worth $222K as of Q3 2026.
First Trust Rising Dividend Achievers ETF was a new Scheeler Financial LLC position in Q3 2026.
First Trust Rising Dividend Achievers ETF made up 0.17% of Scheeler Financial LLC's portfolio in Q3 2026, its #67 holding.
52 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.