Holos Integrated Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Holos Integrated Wealth’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	$85.4K	Hold	1,076	–	–	0.04%	130
2026 Q2	$85.8K	Sell	1,076 -7	-0.6%	-$526	0.04%	131
2026 Q1	$75.3K	Buy	1,083 +7	+0.7%	+$498	0.04%	133
2025 Q4	$75.5K	Hold	1,076	–	–	0.04%	108
2025 Q3	$70K	Hold	1,076	–	–	0.04%	104
2025 Q2	$68.9K	Hold	1,076	–	–	0.04%	104
2025 Q1	$63K	Hold	1,076	–	–	0.04%	102
2024 Q4	$63.6K	Buy	+1,076	New	+$65.7K	0.04%	101

Other funds holding RDVY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

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

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 San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Holos Integrated Wealth's RDVY Position: Q3 2026 in Review

Holos Integrated Wealth held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2026 at 1,076 shares worth $85.4K. The position accounts for 0.04% of the portfolio, ranked #130.

Holos Integrated Wealth first reported a position in RDVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $85.8K in Q2 2026. 266 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Holos Integrated Wealth held 1,076 shares of First Trust Rising Dividend Achievers ETF worth $85.4K as of Q3 2026.
Holos Integrated Wealth left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2026.
First Trust Rising Dividend Achievers ETF made up 0.04% of Holos Integrated Wealth's portfolio in Q3 2026, its #130 holding.
Holos Integrated Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's First Trust Rising Dividend Achievers ETF position peaked at $85.8K in Q2 2026.
266 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.