Kaydan Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kaydan Wealth 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	$1.34M	Sell	17,138 -2,940	-15%	-$238K	0.46%	33
2026 Q2	$1.63M	Buy	20,078 +466	+2%	+$35K	0.5%	31
2026 Q1	$1.34M	Buy	19,612 +460	+2%	+$32.7K	0.45%	30
2025 Q4	$1.33M	Buy	19,152 +275	+1%	+$18.7K	0.39%	32
2025 Q3	$1.27M	Buy	18,877 +59	+0.3%	+$3.83K	0.36%	37
2025 Q2	$1.18M	Buy	18,818 +414	+2%	+$24.3K	0.39%	36
2025 Q1	$1.08M	Buy	18,404 +207	+1%	+$12.6K	0.35%	35
2024 Q4	$1.08M	Buy	18,197 +405	+2%	+$24.7K	0.36%	34
2024 Q3	$1.05M	Sell	17,792 -303	-2%	-$17.2K	0.31%	35
2024 Q2	$991K	Sell	18,095 -556	-3%	-$30.4K	0.35%	37
2024 Q1	$1.05M	Buy	18,651 +206	+1%	+$10.8K	0.36%	32
2023 Q4	$953K	Buy	18,445 +145	+0.8%	+$6.85K	0.39%	34
2023 Q3	$841K	Sell	18,300 -224	-1%	-$10.7K	0.34%	33
2023 Q2	$872K	Sell	18,524 -175	-0.9%	-$7.92K	0.37%	31
2023 Q1	$839K	Sell	18,699 -888	-5%	-$40.8K	0.34%	30
2022 Q4	$860K	Buy	19,587 +35	+0.2%	+$1.53K	0.34%	32
2022 Q3	$760K	Sell	19,552 -1,986	-9%	-$85.4K	0.42%	31
2022 Q2	$881K	Buy	21,538 +911	+4%	+$41.3K	0.49%	31
2022 Q1	$1.01M	Buy	20,627 +882	+4%	+$44K	0.45%	35
2021 Q4	$1.02M	Buy	+19,745	New	+$996K	0.39%	35

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

Kaydan Wealth Management's RDVY Position: Q3 2026 in Review

Kaydan Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 15% in Q3 2026, selling an estimated $238K and leaving 17,138 shares worth $1.34M. The position accounts for 0.46% of the portfolio, ranked #33.

Kaydan Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.63M in Q2 2026. 45 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Kaydan Wealth Management held 17,138 shares of First Trust Rising Dividend Achievers ETF worth $1.34M as of Q3 2026.
Kaydan Wealth Management sold 2,940 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $238K.
First Trust Rising Dividend Achievers ETF made up 0.46% of Kaydan Wealth Management's portfolio in Q3 2026, its #33 holding.
Kaydan Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 20 quarters since.
Kaydan Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $1.63M in Q2 2026.
45 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.