M.E. Allison & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

M.E. Allison & Co’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	$852K	Buy	10,881 +4,320	+66%	+$350K	0.48%	58
2026 Q2	$532K	Buy	6,561 +3,696	+129%	+$278K	0.31%	89
2026 Q1	$201K	Buy	+2,865	New	+$204K	0.13%	188

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

NLP

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 33.52% 1-Year Est. Return

M.E. Allison & Co's RDVY Position: Q3 2026 in Review

M.E. Allison & Co increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 66% in Q3 2026, buying an estimated $350K and bringing the position to 10,881 shares worth $852K. The position accounts for 0.48% of the portfolio, ranked #58.

M.E. Allison & Co first reported a position in RDVY in Q1 2026 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

M.E. Allison & Co held 10,881 shares of First Trust Rising Dividend Achievers ETF worth $852K as of Q3 2026.
M.E. Allison & Co bought 4,320 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $350K.
First Trust Rising Dividend Achievers ETF made up 0.48% of M.E. Allison & Co's portfolio in Q3 2026, its #58 holding.
M.E. Allison & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.