AWM
RDVY icon

Avaii Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Avaii Wealth Management’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 		$19.9M Sell
251,511
-185
-0.1% -$15K 5.72% 3
2026
Q2 		$20.4M Buy
251,696
+7,767
+3% +$584K 5.99% 3
2026
Q1 		$16.7M Buy
+243,929
New +$17.4M 5.81% 3

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
IFG
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
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

Avaii Wealth Management's RDVY Position: Q3 2026 in Review

Avaii Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.07% in Q3 2026, selling an estimated $15K and leaving 251,511 shares worth $19.9M. The position accounts for 5.72% of the portfolio, ranked #3.

Avaii Wealth Management first reported a position in RDVY in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.4M in Q2 2026. 52 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Avaii Wealth Management held 251,511 shares of First Trust Rising Dividend Achievers ETF worth $19.9M as of Q3 2026.
  • Avaii Wealth Management sold 185 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $15K.
  • First Trust Rising Dividend Achievers ETF made up 5.72% of Avaii Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Avaii Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 3 quarters since.
  • Avaii Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $20.4M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.