Cadent Capital Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cadent Capital 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	$814K	Sell	10,046 -810	-7%	-$60.9K	0.17%	104
2026 Q1	$741K	Sell	10,856 -10,819	-50%	-$770K	0.19%	86
2025 Q4	$1.51M	Buy	21,675 +6,390	+42%	+$434K	0.39%	57
2025 Q3	$1.03M	Buy	+15,285	New	+$992K	0.27%	82

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

Cadent Capital Advisors's RDVY Position: Q2 2026 in Review

Cadent Capital Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.5% in Q2 2026, selling an estimated $60.9K and leaving 10,046 shares worth $814K. The position accounts for 0.17% of the portfolio, ranked #104.

Cadent Capital Advisors first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2025. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cadent Capital Advisors held 10,046 shares of First Trust Rising Dividend Achievers ETF worth $814K as of Q2 2026.
Cadent Capital Advisors sold 810 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $60.9K.
First Trust Rising Dividend Achievers ETF made up 0.17% of Cadent Capital Advisors's portfolio in Q2 2026, its #104 holding.
Cadent Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Cadent Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.51M in Q4 2025.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.