Dynamic Advisor Solutions
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
Q3 		$484K Sell
6,182
-767
-11% -$62.1K 0.01% 676
2026
Q2 		$563K Buy
6,949
+286
+4% +$21.5K 0.02% 652
2026
Q1 		$455K Buy
6,663
+134
+2% +$9.5K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions's RDVY Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q3 2026, selling an estimated $62.1K and leaving 6,182 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #676.

Dynamic Advisor Solutions first reported a position in RDVY in Q2 2021 and has held it in 21 quarters since. The position peaked at $563K in Q2 2026. 193 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Dynamic Advisor Solutions held 6,182 shares of First Trust Rising Dividend Achievers ETF worth $484K as of Q3 2026.
  • Dynamic Advisor Solutions sold 767 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $62.1K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #676 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's First Trust Rising Dividend Achievers ETF position peaked at $563K in Q2 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.