CCA
RDVY icon

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
Q3 		– Sell
-10,046
Closed -$814K – 211
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

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
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
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Cadent Capital Advisors's RDVY Position: Q3 2026 in Review

Cadent Capital Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026, closing a stake of 10,046 shares — an estimated $814K sold.

Cadent Capital Advisors first reported a position in RDVY in Q3 2025 and held it in 4 quarters. The position peaked at $1.51M in Q4 2025. 68 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Cadent Capital Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
  • Cadent Capital Advisors sold 10,046 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $814K.
  • Cadent Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and held it in 4 quarters.
  • Cadent Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.51M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.