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Cape Investment Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cape Investment Advisory’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 		$22.7K Buy
+280
New +$21.1K 0.01% 675
2023
Q4 		– Sell
-300
Closed -$13.8K – 1204
2023
Q3 		$13.8K Hold
300
– – 0.01% 509
2023
Q2 		$14.1K Buy
300
+100
+50% +$4.52K 0.01% 493
2023
Q1 		$8.97K Buy
+200
New +$9.19K 0.01% 561

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cape Investment Advisory's RDVY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 280 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in RDVY as recently as Q3 2023.

Cape Investment Advisory first reported a position in RDVY in Q1 2023 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Cape Investment Advisory held 280 shares of First Trust Rising Dividend Achievers ETF worth $22.7K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Cape Investment Advisory position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #675 holding.
  • Cape Investment Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.