LRI Investments’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

LRI Investments’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	–	Sell	-107	Closed	-$7.31K	–	1992
2026 Q1	$7.31K	Hold	107	–	–	﹤0.01%	977
2025 Q4	$7.43K	Hold	107	–	–	﹤0.01%	947
2025 Q3	$7.2K	Hold	107	–	–	﹤0.01%	948
2025 Q2	$6.71K	Hold	107	–	–	﹤0.01%	936
2025 Q1	$6.26K	Hold	107	–	–	﹤0.01%	886
2024 Q4	$6.33K	Hold	107	–	–	﹤0.01%	875
2024 Q3	$6.68K	Hold	107	–	–	﹤0.01%	869
2024 Q2	$5.86K	Hold	107	–	–	﹤0.01%	860
2024 Q1	$6.01K	Buy	+107	New	+$5.61K	﹤0.01%	592

Other funds holding RDVY

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return