GAMMA Investing’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

GAMMA Investing’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	$343K	Sell	4,382 -1,092	-20%	-$88.4K	0.01%	937
2026 Q2	$444K	Hold	5,474	–	–	0.02%	714
2026 Q1	$374K	Sell	5,474 -5	-0.1%	-$356	0.02%	718
2025 Q4	$381K	Hold	5,479	–	–	0.02%	646
2025 Q3	$369K	Hold	5,479	–	–	0.02%	618
2025 Q2	$344K	Hold	5,479	–	–	0.02%	617
2025 Q1	$321K	Hold	5,479	–	–	0.02%	574
2024 Q4	$324K	Buy	5,479 +1,558	+40%	+$95.1K	0.03%	515
2024 Q3	$232K	Hold	3,921	–	–	0.02%	555
2024 Q2	$215K	Buy	3,921 +1,870	+91%	+$102K	0.03%	477
2024 Q1	$115K	Hold	2,051	–	–	0.02%	593
2023 Q4	$105K	Buy	+2,051	New	+$96.9K	0.03%	527

Other funds holding RDVY

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

GAMMA Investing's RDVY Position: Q3 2026 in Review

GAMMA Investing reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 20% in Q3 2026, selling an estimated $88.4K and leaving 4,382 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #937.

GAMMA Investing first reported a position in RDVY in Q4 2023 and has held it in 12 quarters since. The position peaked at $444K in Q2 2026. 45 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

GAMMA Investing held 4,382 shares of First Trust Rising Dividend Achievers ETF worth $343K as of Q3 2026.
GAMMA Investing sold 1,092 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $88.4K.
First Trust Rising Dividend Achievers ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #937 holding.
GAMMA Investing first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's First Trust Rising Dividend Achievers ETF position peaked at $444K in Q2 2026.
45 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.