DAS
RDVY icon

Dynamic Advisor Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$563K Buy
6,949
+286
+4% +$21.5K 0.02% 652
2026
Q1 		$455K Buy
6,663
+134
+2% +$9.54K 0.01% 670
2025
Q4 		$454K Buy
6,529
+299
+5% +$20.3K 0.01% 653
2025
Q3 		$419K Buy
6,230
+278
+5% +$18K 0.01% 683
2025
Q2 		$373K Sell
5,952
-938
-14% -$55.2K 0.01% 678
2025
Q1 		$403K Buy
6,890
+2,136
+45% +$130K 0.01% 632
2024
Q4 		$281K Sell
4,754
-135
-3% -$8.24K 0.01% 552
2024
Q3 		$289K Buy
4,889
+92
+2% +$5.23K 0.01% 761
2024
Q2 		$263K Sell
4,797
-284
-6% -$15.5K 0.01% 809
2024
Q1 		$285K Sell
5,081
-228
-4% -$12K 0.01% 777
2023
Q4 		$273K Buy
5,309
+323
+6% +$15.3K 0.01% 747
2023
Q3 		$229K Buy
4,986
+510
+11% +$24.4K 0.01% 742
2023
Q2 		$211K Buy
+4,476
New +$202K 0.01% 730
2023
Q1 		– Sell
-5,553
Closed -$244K – 794
2022
Q4 		$244K Sell
5,553
-27
-0.5% -$1.18K 0.02% 607
2022
Q3 		$217K Buy
5,580
+452
+9% +$19.4K 0.02% 615
2022
Q2 		$210K Sell
5,128
-684
-12% -$31K 0.02% 636
2022
Q1 		$285K Sell
5,812
-895
-13% -$44.7K 0.02% 578
2021
Q4 		$347K Buy
6,707
+285
+4% +$14.4K 0.02% 521
2021
Q3 		$305K Buy
6,422
+1,270
+25% +$61.5K 0.02% 572
2021
Q2 		$248K Buy
+5,152
New +$247K 0.02% 605

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Dynamic Advisor Solutions's RDVY Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 6,949 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #652.

Dynamic Advisor Solutions first reported a position in RDVY in Q2 2021 and has held it in 20 quarters since. 169 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Dynamic Advisor Solutions held 6,949 shares of First Trust Rising Dividend Achievers ETF worth $563K as of Q2 2026.
  • Dynamic Advisor Solutions bought 286 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $21.5K.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #652 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
  • 169 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.