STACKSTONE WEALTH, LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

STACKSTONE WEALTH, 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	$494K	Buy	+6,314	New	+$511K	0.05%	229

Other funds holding RDVY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

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

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

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

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 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

STACKSTONE WEALTH, LLC's RDVY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026: 6,314 shares worth $494K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings.

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

STACKSTONE WEALTH, LLC held 6,314 shares of First Trust Rising Dividend Achievers ETF worth $494K as of Q3 2026.
First Trust Rising Dividend Achievers ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
First Trust Rising Dividend Achievers ETF made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #229 holding.
167 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.