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Gill Capital Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gill Capital Partners’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 		– Sell
-412
Closed -$33.4K – 517
2026
Q2 		$33.4K Hold
412
– – 0.01% 315
2026
Q1 		$28.1K Buy
+412
New +$29.3K 0.01% 326

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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IFG
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
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Gill Capital Partners's RDVY Position: Q3 2026 in Review

Gill Capital Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026, closing a stake of 412 shares — an estimated $33.4K sold.

Gill Capital Partners first reported a position in RDVY in Q1 2026 and held it in 2 quarters. The position peaked at $33.4K in Q2 2026. 68 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Gill Capital Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
  • Gill Capital Partners sold 412 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $33.4K.
  • Gill Capital Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and held it in 2 quarters.
  • Gill Capital Partners's First Trust Rising Dividend Achievers ETF position peaked at $33.4K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.