Farther Finance Advisors
RDVY icon

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

Farther Finance 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 		$14.1M Buy
179,604
+11,437
+7% +$926K 0.1% 176
2026
Q2 		$13.6M Buy
168,167
+2,103
+1% +$158K 0.11% 167
2026
Q1 		$11.4M Buy
166,064
+8,040
+5% +$572K 0.11% 169
2025
Q4 		$11M Buy
158,024
+66,541
+73% +$4.52M 0.12% 155
2025
Q3 		$6.15M Buy
91,483
+35,038
+62% +$2.27M 0.09% 184
2025
Q2 		$3.54M Sell
56,445
-102
-0.2% -$6K 0.07% 239
2025
Q1 		$3.32M Buy
56,547
+42,029
+289% +$2.55M 0.08% 215
2024
Q4 		$859K Sell
14,518
-2,083
-13% -$127K 0.03% 412
2024
Q3 		$983K Sell
16,601
-934
-5% -$53.1K 0.04% 354
2024
Q2 		$958K Sell
17,535
-318
-2% -$17.4K 0.05% 312
2024
Q1 		$997K Buy
17,853
+5,183
+41% +$272K 0.06% 252
2023
Q4 		$655K Sell
12,670
-6,572
-34% -$311K 0.05% 300
2023
Q3 		$884K Sell
19,242
-2,287
-11% -$109K 0.14% 131
2023
Q2 		$1.01M Sell
21,529
-889
-4% -$40.2K 0.22% 85
2023
Q1 		$1.01M Sell
22,418
-4,911
-18% -$226K 0.29% 66
2022
Q4 		$1.2M Buy
+27,329
New +$1.19M 0.47% 37

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
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Independent Financial Group
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
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors's RDVY Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.8% in Q3 2026, buying an estimated $926K and bringing the position to 179,604 shares worth $14.1M. The position accounts for 0.1% of the portfolio, ranked #176.

Farther Finance Advisors first reported a position in RDVY in Q4 2022 and has held it in 16 quarters since. 100 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Farther Finance Advisors held 179,604 shares of First Trust Rising Dividend Achievers ETF worth $14.1M as of Q3 2026.
  • Farther Finance Advisors bought 11,437 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $926K.
  • First Trust Rising Dividend Achievers ETF made up 0.1% of Farther Finance Advisors's portfolio in Q3 2026, its #176 holding.
  • Farther Finance Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 16 quarters since.
  • 100 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

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