GLWAL
RDVY icon

GER Loftin Wealth Advisors LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

GER Loftin Wealth Advisors LLC’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 		$18.7M Buy
+238,690
New +$19.3M 5.94% 4

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's RDVY Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026: 238,690 shares worth $18.7M. The stake represents 5.94% of the portfolio and ranks #4 among its holdings.

661 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 238,690 shares of First Trust Rising Dividend Achievers ETF worth $18.7M as of Q3 2026.
  • First Trust Rising Dividend Achievers ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • First Trust Rising Dividend Achievers ETF made up 5.94% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #4 holding.
  • 661 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.