Arkadios Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Arkadios Wealth Advisors’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	$21M	Sell	259,141 -140,809	-35%	-$10.6M	0.32%	62
2026 Q1	$27.3M	Buy	399,950 +179,136	+81%	+$12.8M	0.45%	40
2025 Q4	$15.3M	Buy	220,814 +3,366	+2%	+$229K	0.3%	63
2025 Q3	$14.6M	Buy	217,448 +2,896	+1%	+$188K	0.35%	47
2025 Q2	$13.5M	Buy	214,552 +6,641	+3%	+$391K	0.4%	42
2025 Q1	$12.2M	Buy	207,911 +85,516	+70%	+$5.2M	0.46%	37
2024 Q4	$7.24M	Buy	122,395 +25,484	+26%	+$1.55M	0.39%	55
2024 Q3	$5.74M	Buy	96,911 +25,599	+36%	+$1.46M	0.33%	59
2024 Q2	$3.9M	Buy	71,312 +228	+0.3%	+$12.5K	0.26%	77
2024 Q1	$3.99M	Sell	71,084 -2,174	-3%	-$114K	0.31%	74
2023 Q4	$3.79M	Sell	73,258 -11,672	-14%	-$552K	0.32%	70
2023 Q3	$3.9M	Sell	84,930 -9,491	-10%	-$454K	0.37%	60
2023 Q2	$4.45M	Sell	94,421 -8,482	-8%	-$384K	0.52%	45
2023 Q1	$4.62M	Buy	102,903 +381	+0.4%	+$17.5K	0.55%	35
2022 Q4	$4.5M	Sell	102,522 -25,178	-20%	-$1.1M	0.6%	36
2022 Q3	$4.96M	Buy	127,700 +15,448	+14%	+$664K	0.75%	27
2022 Q2	$4.59M	Buy	112,252 +37,588	+50%	+$1.7M	0.68%	30
2022 Q1	$3.66M	Sell	74,664 -36,735	-33%	-$1.83M	0.48%	47
2021 Q4	$5.77M	Buy	111,399 +81,059	+267%	+$4.09M	0.76%	25
2021 Q3	$1.44M	Sell	30,340 -12,469	-29%	-$604K	0.21%	117
2021 Q2	$2.06M	Buy	42,809 +14,043	+49%	+$673K	0.25%	108
2021 Q1	$1.31M	Buy	28,766 +3,885	+16%	+$166K	0.22%	120
2020 Q4	$993K	Buy	24,881 +12,793	+106%	+$466K	0.21%	117
2020 Q3	$414K	Sell	12,088 -781	-6%	-$25.4K	0.21%	113
2020 Q2	$404K	Sell	12,869 -602	-4%	-$17.5K	0.22%	109
2020 Q1	$345K	Buy	13,471 +2,798	+26%	+$90.8K	0.22%	108
2019 Q4	$392K	Buy	+10,673	New	+$362K	0.23%	101

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkadios Wealth Advisors's RDVY Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 35% in Q2 2026, selling an estimated $10.6M and leaving 259,141 shares worth $21M. The position accounts for 0.32% of the portfolio, ranked #62.

Arkadios Wealth Advisors first reported a position in RDVY in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.3M in Q1 2026. 806 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Arkadios Wealth Advisors held 259,141 shares of First Trust Rising Dividend Achievers ETF worth $21M as of Q2 2026.
Arkadios Wealth Advisors sold 140,809 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10.6M.
First Trust Rising Dividend Achievers ETF made up 0.32% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Arkadios Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 27 quarters since.
Arkadios Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $27.3M in Q1 2026.
806 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.