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Parkside Financial Bank & Trust’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$171K Buy
2,501
+7
+0.3% +$498 0.01% 496
2025
Q4 		$173K Hold
2,494
– – 0.01% 497
2025
Q3 		$168K Hold
2,494
– – 0.01% 492
2025
Q2 		$156K Hold
2,494
– – 0.02% 499
2025
Q1 		$146K Sell
2,494
-1,360
-35% -$82.7K 0.02% 462
2024
Q4 		$228K Buy
3,854
+1,360
+55% +$83K 0.03% 357
2024
Q3 		$148K Hold
2,494
– – 0.02% 438
2024
Q2 		$137K Hold
2,494
– – 0.02% 438
2024
Q1 		$140K Hold
2,494
– – 0.02% 427
2023
Q4 		$129K Hold
2,494
– – 0.02% 410
2023
Q3 		$115K Hold
2,494
– – 0.03% 374
2023
Q2 		$117K Hold
2,494
– – 0.03% 376
2023
Q1 		$112K Hold
2,494
– – 0.03% 362
2022
Q4 		$110K Hold
2,494
– – 0.03% 362
2022
Q3 		$97K Hold
2,494
– – 0.03% 350
2022
Q2 		$102K Hold
2,494
– – 0.03% 342
2022
Q1 		$122K Hold
2,494
– – 0.03% 316
2021
Q4 		$129K Hold
2,494
– – 0.03% 317
2021
Q3 		$118K Hold
2,494
– – 0.03% 293
2021
Q2 		$120K Hold
2,494
– – 0.03% 295
2021
Q1 		$113K Buy
+2,494
New +$106K 0.03% 292

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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parkside Financial Bank & Trust's RDVY Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.28% in Q1 2026, buying an estimated $498 and bringing the position to 2,501 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #496.

Parkside Financial Bank & Trust first reported a position in RDVY in Q1 2021 and has held it in 21 quarters since. The position peaked at $228K in Q4 2024. 763 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Parkside Financial Bank & Trust held 2,501 shares of First Trust Rising Dividend Achievers ETF worth $171K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 7 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $498.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #496 holding.
  • Parkside Financial Bank & Trust first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 21 quarters since.
  • Parkside Financial Bank & Trust's First Trust Rising Dividend Achievers ETF position peaked at $228K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.