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Rhodes Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Rhodes Investment Advisors’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 		$2.53M Buy
32,254
+4,750
+17% +$384K 1.79% 17
2026
Q2 		$2.23M Buy
27,504
+1,142
+4% +$85.9K 1.64% 19
2026
Q1 		$1.8M Sell
26,362
-75
-0.3% -$5.34K 1.55% 23
2025
Q4 		$1.84M Buy
+26,437
New +$1.8M 1.49% 19

Other funds holding RDVY

RW
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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Rhodes Investment Advisors's RDVY Position: Q3 2026 in Review

Rhodes Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 17% in Q3 2026, buying an estimated $384K and bringing the position to 32,254 shares worth $2.53M. The position accounts for 1.79% of the portfolio, ranked #17.

Rhodes Investment Advisors first reported a position in RDVY in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Rhodes Investment Advisors held 32,254 shares of First Trust Rising Dividend Achievers ETF worth $2.53M as of Q3 2026.
  • Rhodes Investment Advisors bought 4,750 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $384K.
  • First Trust Rising Dividend Achievers ETF made up 1.79% of Rhodes Investment Advisors's portfolio in Q3 2026, its #17 holding.
  • Rhodes Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.