Level Four Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.5M Buy
226,612
+57,044
+34% +$4.06M 0.51% 29
2025
Q4
$11.8M Buy
169,568
+12,131
+8% +$825K 0.39% 47
2025
Q3
$10.6M Buy
157,437
+50,434
+47% +$3.27M 0.36% 54
2025
Q2
$6.71M Buy
107,003
+7,656
+8% +$450K 0.25% 106
2025
Q1
$5.82M Buy
99,347
+56,830
+134% +$3.45M 0.24% 120
2024
Q4
$2.51M Sell
42,517
-3,928
-8% -$240K 0.1% 216
2024
Q3
$2.74M Sell
46,445
-411
-0.9% -$23.4K 0.12% 201
2024
Q2
$2.57M Sell
46,856
-26,758
-36% -$1.46M 0.12% 205
2024
Q1
$3.8M Hold
73,614
0.21% 128
2023
Q4
$3.8M Sell
73,614
-14,077
-16% -$665K 0.21% 123
2023
Q3
$4.03M Buy
87,691
+1,999
+2% +$95.6K 0.26% 102
2023
Q2
$4.04M Buy
85,692
+42,570
+99% +$1.93M 0.24% 103
2023
Q1
$1.93M Buy
43,122
+21,424
+99% +$984K 0.13% 184
2022
Q4
$953K Buy
21,698
+8,522
+65% +$373K 0.07% 253
2022
Q3
$512K Buy
13,176
+629
+5% +$27K 0.05% 308
2022
Q2
$513K Buy
12,547
+786
+7% +$35.6K 0.05% 325
2022
Q1
$576K Buy
11,761
+1,463
+14% +$73.1K 0.05% 355
2021
Q4
$533K Buy
+10,298
New +$519K 0.04% 370
2021
Q3
Sell
-119,375
Closed -$5.74M 599
2021
Q2
$5.74M Buy
+119,375
New +$5.72M 0.4% 51
2021
Q1
Sell
-8,057
Closed -$322K 655
2020
Q4
$322K Hold
8,057
0.03% 449
2020
Q3
$264K Buy
8,057
+1,000
+14% +$32.5K 0.02% 460
2020
Q2
$218K Buy
+7,057
New +$205K 0.02% 518

Other funds holding RDVY

Level Four Advisory Services's RDVY Position: Q1 2026 in Review

Level Four Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 34% in Q1 2026, buying an estimated $4.06M and bringing the position to 226,612 shares worth $15.5M. The position accounts for 0.51% of the portfolio, ranked #29.

Level Four Advisory Services first reported a position in RDVY in Q2 2020 and has held it in 22 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Level Four Advisory Services held 226,612 shares of First Trust Rising Dividend Achievers ETF worth $15.5M as of Q1 2026.
  • Level Four Advisory Services bought 57,044 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $4.06M.
  • First Trust Rising Dividend Achievers ETF made up 0.51% of Level Four Advisory Services's portfolio in Q1 2026, its #29 holding.
  • Level Four Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and has held it in 22 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.