Aspect Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Aspect Partners’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	$30.1K	Hold	384	–	–	0.01%	169
2026 Q2	$31.1K	Buy	+384	New	+$28.9K	0.01%	167

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

Next Level Private Harrison, New York $520M AUM 19.06% 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 33.51% 1-Year Est. Return

Aspect Partners's RDVY Position: Q3 2026 in Review

Aspect Partners held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2026 at 384 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #169.

Aspect Partners first reported a position in RDVY in Q2 2026 and has held it in 2 quarters since. The position peaked at $31.1K in Q2 2026. 266 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Aspect Partners held 384 shares of First Trust Rising Dividend Achievers ETF worth $30.1K as of Q3 2026.
Aspect Partners left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #169 holding.
Aspect Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2026 and has held it in 2 quarters since.
Aspect Partners's First Trust Rising Dividend Achievers ETF position peaked at $31.1K in Q2 2026.
266 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.