Capital Square
RDVY icon

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

Capital Square’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 		$459K Buy
5,866
+319
+6% +$25.8K 0.2% 116
2026
Q2 		$445K Buy
5,547
+610
+12% +$45.9K 0.2% 113
2026
Q1 		$370K Buy
4,937
+434
+10% +$30.9K 0.17% 133
2025
Q4 		$313K Buy
4,503
+2
+0% +$136 0.16% 140
2025
Q3 		$303K Sell
4,501
-310
-6% -$20.1K 0.15% 142
2025
Q2 		$304K Sell
4,811
-14
-0.3% -$823 0.16% 135
2025
Q1 		$282K Sell
4,825
-41
-0.8% -$2.49K 0.17% 133
2024
Q4 		$304K Buy
4,866
+547
+13% +$33.4K 0.17% 131
2024
Q3 		$256K Sell
4,319
-970
-18% -$55.2K 0.16% 127
2024
Q2 		$304K Buy
5,289
+2
+0% +$109 0.2% 115
2024
Q1 		$297K Buy
+5,287
New +$277K 0.21% 108
2023
Q3 		– Sell
-5,579
Closed -$263K – 119
2023
Q2 		$263K Buy
5,579
+2
+0% +$90 0.24% 102
2023
Q1 		$247K Buy
5,577
+1
+0% +$46 0.23% 111
2022
Q4 		$245K Buy
5,576
+1
+0% +$44 0.22% 112
2022
Q3 		$216K Sell
5,575
-332
-6% -$14.3K 0.2% 112
2022
Q2 		$241K Buy
5,907
+636
+12% +$28.8K 0.2% 111
2022
Q1 		$258K Buy
5,271
+1,378
+35% +$68.8K 0.18% 119
2021
Q4 		$202K Buy
+3,893
New +$196K 0.14% 142

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Capital Square's RDVY Position: Q3 2026 in Review

Capital Square increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.8% in Q3 2026, buying an estimated $25.8K and bringing the position to 5,866 shares worth $459K. The position accounts for 0.2% of the portfolio, ranked #116.

Capital Square first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. 515 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Capital Square held 5,866 shares of First Trust Rising Dividend Achievers ETF worth $459K as of Q3 2026.
  • Capital Square bought 319 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $25.8K.
  • First Trust Rising Dividend Achievers ETF made up 0.2% of Capital Square's portfolio in Q3 2026, its #116 holding.
  • Capital Square first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 515 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.