Atria Investments
RDVY icon

Atria Investments’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Atria Investments’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 		$14.5M Buy
185,291
+8,910
+5% +$721K 0.14% 149
2026
Q2 		$14.3M Buy
176,381
+2,065
+1% +$155K 0.14% 150
2026
Q1 		$11.9M Sell
174,316
-14,737
-8% -$1.05M 0.13% 161
2025
Q4 		$13.1M Sell
189,053
-4,372
-2% -$297K 0.15% 137
2025
Q3 		$13M Buy
193,425
+12,843
+7% +$833K 0.15% 137
2025
Q2 		$11.3M Buy
180,582
+101,107
+127% +$5.95M 0.13% 161
2025
Q1 		$4.65M Buy
79,475
+16,341
+26% +$993K 0.06% 395
2024
Q4 		$3.73M Buy
63,134
+3,581
+6% +$218K 0.05% 446
2024
Q3 		$3.53M Sell
59,553
-22,881
-28% -$1.3M 0.04% 467
2024
Q2 		$4.51M Sell
82,434
-15,223
-16% -$832K 0.06% 364
2024
Q1 		$5.49M Buy
97,657
+21,379
+28% +$1.12M 0.08% 312
2023
Q4 		$3.94M Sell
76,278
-18,977
-20% -$897K 0.06% 356
2023
Q3 		$4.38M Buy
95,255
+4,185
+5% +$200K 0.08% 317
2023
Q2 		$4.29M Sell
91,070
-6,709
-7% -$303K 0.08% 309
2023
Q1 		$4.39M Buy
97,779
+4,219
+5% +$194K 0.08% 292
2022
Q4 		$4.11M Sell
93,560
-6,512
-7% -$285K 0.08% 294
2022
Q3 		$3.89M Sell
100,072
-382
-0.4% -$16.4K 0.09% 282
2022
Q2 		$4.11M Buy
100,454
+27,579
+38% +$1.25M 0.09% 284
2022
Q1 		$3.57M Buy
72,875
+33,451
+85% +$1.67M 0.06% 376
2021
Q4 		$2.04M Buy
39,424
+4,204
+12% +$212K 0.04% 557
2021
Q3 		$1.67M Buy
35,220
+11,935
+51% +$578K 0.03% 600
2021
Q2 		$1.12M Buy
+23,285
New +$1.12M 0.02% 716
2020
Q1 		– Sell
-186,398
Closed -$6.69M – 1039
2019
Q4 		$6.69M Buy
+186,398
New +$6.32M 0.18% 114
2019
Q3 		– Sell
-202,411
Closed -$6.07M – 946
2019
Q2 		$6.07M Buy
+202,411
New +$6.18M 0.23% 97

Other funds holding RDVY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments's RDVY Position: Q3 2026 in Review

Atria Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.1% in Q3 2026, buying an estimated $721K and bringing the position to 185,291 shares worth $14.5M. The position accounts for 0.14% of the portfolio, ranked #149.

Atria Investments first reported a position in RDVY in Q2 2019 and has held it in 24 quarters since. 113 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Atria Investments held 185,291 shares of First Trust Rising Dividend Achievers ETF worth $14.5M as of Q3 2026.
  • Atria Investments bought 8,910 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $721K.
  • First Trust Rising Dividend Achievers ETF made up 0.14% of Atria Investments's portfolio in Q3 2026, its #149 holding.
  • Atria Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2019 and has held it in 24 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.