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Apeiron RIA’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Apeiron RIA’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 		– Sell
-6,272
Closed -$508K – 163
2026
Q2 		$508K Sell
6,272
-5,843
-48% -$439K 0.13% 99
2026
Q1 		$827K Buy
+12,115
New +$862K 0.19% 89

Other funds holding RDVY

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Apeiron RIA's RDVY Position: Q3 2026 in Review

Apeiron RIA sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026, closing a stake of 6,272 shares — an estimated $508K sold.

Apeiron RIA first reported a position in RDVY in Q1 2026 and held it in 2 quarters. The position peaked at $827K in Q1 2026. 45 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Apeiron RIA reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
  • Apeiron RIA sold 6,272 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $508K.
  • Apeiron RIA first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and held it in 2 quarters.
  • Apeiron RIA's First Trust Rising Dividend Achievers ETF position peaked at $827K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.