CA
RDVY icon

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

CoreCap 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 		$749K Sell
9,569
-415
-4% -$33.6K 0.02% 450
2026
Q2 		$809K Buy
9,984
+7,849
+368% +$590K 0.02% 426
2026
Q1 		$146K Sell
2,135
-161
-7% -$11.5K 0.01% 898
2025
Q4 		$160K Sell
2,296
-1,679
-42% -$114K 0.01% 865
2025
Q3 		$267K Buy
3,975
+883
+29% +$57.3K 0.01% 708
2025
Q2 		$194K Sell
3,092
-35
-1% -$2.06K 0.01% 751
2025
Q1 		$183K Sell
3,127
-295
-9% -$17.9K 0.01% 702
2024
Q4 		$202K Sell
3,422
-18,349
-84% -$1.12M 0.01% 702
2024
Q3 		$1.29M Sell
21,771
-4,331
-17% -$246K 0.06% 281
2024
Q2 		$1.43M Buy
26,102
+278
+1% +$15.2K 0.15% 129
2024
Q1 		$1.45M Buy
25,824
+5,563
+27% +$292K 0.08% 236
2023
Q4 		$1.05M Sell
20,261
-192
-0.9% -$9.07K 0.07% 251
2023
Q3 		$940K Sell
20,453
-319
-2% -$15.3K 0.07% 241
2023
Q2 		$978K Buy
+20,772
New +$940K 0.07% 250
2022
Q4 		$1.09M Sell
24,736
-2,497
-9% -$109K 0.08% 234
2022
Q3 		$1.06M Buy
27,233
+1,268
+5% +$54.5K 0.09% 206
2022
Q2 		$1.06M Sell
25,965
-327
-1% -$14.8K 0.08% 197
2022
Q1 		$1.29M Buy
26,292
+3,392
+15% +$169K 0.09% 176
2021
Q4 		$1.19M Buy
+22,900
New +$1.16M 0.08% 205

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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

CoreCap Advisors's RDVY Position: Q3 2026 in Review

CoreCap Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.2% in Q3 2026, selling an estimated $33.6K and leaving 9,569 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #450.

CoreCap Advisors first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q1 2024. 96 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • CoreCap Advisors held 9,569 shares of First Trust Rising Dividend Achievers ETF worth $749K as of Q3 2026.
  • CoreCap Advisors sold 415 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $33.6K.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #450 holding.
  • CoreCap Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.45M in Q1 2024.
  • 96 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.