Formidable Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Formidable Asset Management’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	$420K	Buy	5,187 +550	+12%	+$44.5K	0.06%	268
2026 Q2	$317K	Hold	4,637	–	–	0.05%	310
2026 Q1	$322K	Buy	4,637 +600	+15%	+$42.7K	0.05%	308
2025 Q4	$272K	Hold	4,037	–	–	0.04%	350
2025 Q3	$253K	Hold	4,037	–	–	0.04%	352
2025 Q2	$236K	Hold	4,037	–	–	0.04%	343
2025 Q1	$236K	Hold	4,037	–	–	0.04%	343
2024 Q4	$239K	Hold	4,037	–	–	0.04%	332
2024 Q3	$239K	Hold	4,037	–	–	0.04%	325
2024 Q2	$221K	Buy	4,037 +1,700	+73%	+$92.9K	0.04%	353
2024 Q1	$131K	Buy	+2,337	New	+$123K	0.02%	354

Other funds holding RDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Formidable Asset Management's RDVY Position: Q3 2026 in Review

Formidable Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q3 2026, buying an estimated $44.5K and bringing the position to 5,187 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #268.

Formidable Asset Management first reported a position in RDVY in Q1 2024 and has held it in 11 quarters since. 745 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Formidable Asset Management held 5,187 shares of First Trust Rising Dividend Achievers ETF worth $420K as of Q3 2026.
Formidable Asset Management bought 550 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $44.5K.
First Trust Rising Dividend Achievers ETF made up 0.06% of Formidable Asset Management's portfolio in Q3 2026, its #268 holding.
Formidable Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 11 quarters since.
745 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.