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L & S Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

L & S Advisors’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
Q2 		$2.12M Buy
26,145
+209
+0.8% +$15.7K 0.22% 122
2026
Q1 		$1.77M Sell
25,936
-24
-0.1% -$1.71K 0.22% 117
2025
Q4 		$1.8M Buy
25,960
+391
+2% +$26.6K 0.17% 157
2025
Q3 		$1.72M Buy
25,569
+2,155
+9% +$140K 0.17% 132
2025
Q2 		$1.47M Buy
23,414
+2,821
+14% +$166K 0.15% 147
2025
Q1 		$1.21M Buy
20,593
+655
+3% +$39.8K 0.15% 160
2024
Q4 		$1.18M Buy
19,938
+588
+3% +$35.9K 0.13% 168
2024
Q3 		$1.15M Buy
19,350
+197
+1% +$11.2K 0.12% 182
2024
Q2 		$1.05M Buy
19,153
+1,452
+8% +$79.4K 0.12% 176
2024
Q1 		$994K Buy
17,701
+132
+0.8% +$6.92K 0.11% 188
2023
Q4 		$908K Sell
17,569
-2,277
-11% -$108K 0.11% 174
2023
Q3 		$912K Sell
19,846
-1,058
-5% -$50.6K 0.13% 165
2023
Q2 		$985K Buy
20,904
+8,201
+65% +$371K 0.13% 158
2023
Q1 		$570K Buy
+12,703
New +$583K 0.08% 197

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

L & S Advisors's RDVY Position: Q2 2026 in Review

L & S Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.81% in Q2 2026, buying an estimated $15.7K and bringing the position to 26,145 shares worth $2.12M. The position accounts for 0.22% of the portfolio, ranked #122.

L & S Advisors first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • L & S Advisors held 26,145 shares of First Trust Rising Dividend Achievers ETF worth $2.12M as of Q2 2026.
  • L & S Advisors bought 209 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.7K.
  • First Trust Rising Dividend Achievers ETF made up 0.22% of L & S Advisors's portfolio in Q2 2026, its #122 holding.
  • L & S Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • 819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.