CX Institutional’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

CX Institutional’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	$92K	Buy	1,181 +29	+3%	+$2.35K	﹤0.01%	890
2026 Q2	$93K	Buy	1,152 +2	+0.2%	+$150	﹤0.01%	876
2026 Q1	$79K	Buy	1,150 +2	+0.2%	+$142	﹤0.01%	893
2025 Q4	$80K	Buy	1,148 +331	+41%	+$22.5K	﹤0.01%	892
2025 Q3	$55K	Buy	817 +520	+175%	+$33.7K	﹤0.01%	923
2025 Q2	$19K	Buy	+297	New	+$17.5K	﹤0.01%	968

Other funds holding RDVY

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's RDVY Position: Q3 2026 in Review

CX Institutional increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.5% in Q3 2026, buying an estimated $2.35K and bringing the position to 1,181 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

CX Institutional first reported a position in RDVY in Q2 2025 and has held it in 6 quarters since. The position peaked at $93K in Q2 2026. 11 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

CX Institutional held 1,181 shares of First Trust Rising Dividend Achievers ETF worth $92K as of Q3 2026.
CX Institutional bought 29 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $2.35K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #890 holding.
CX Institutional first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 6 quarters since.
CX Institutional's First Trust Rising Dividend Achievers ETF position peaked at $93K in Q2 2026.
11 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.