15 Wealth Advisors LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

15 Wealth Advisors LLC’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	$11M	Buy	+140,444	New	+$11.4M	2.76%	10

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

15 Wealth Advisors LLC's RDVY Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026: 140,444 shares worth $11M. The stake represents 2.76% of the portfolio and ranks #10 among its holdings.

96 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

15 Wealth Advisors LLC held 140,444 shares of First Trust Rising Dividend Achievers ETF worth $11M as of Q3 2026.
First Trust Rising Dividend Achievers ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
First Trust Rising Dividend Achievers ETF made up 2.76% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #10 holding.
96 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.