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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
Q3 		$18.6K Sell
238
-42
-15% -$3.4K ﹤0.01% 752
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

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

Cape Investment Advisory's RDVY Position: Q3 2026 in Review

Cape Investment Advisory reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 15% in Q3 2026, selling an estimated $3.4K and leaving 238 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Cape Investment Advisory first reported a position in RDVY in Q1 2023 and has held it in 5 quarters since. The position peaked at $22.7K in Q2 2026. 113 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Cape Investment Advisory held 238 shares of First Trust Rising Dividend Achievers ETF worth $18.6K as of Q3 2026.
  • Cape Investment Advisory sold 42 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $3.4K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #752 holding.
  • Cape Investment Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 5 quarters since.
  • Cape Investment Advisory's First Trust Rising Dividend Achievers ETF position peaked at $22.7K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.