Southland Equity Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Southland Equity Partners’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	$4.38M	Buy	55,924 +3,796	+7%	+$307K	0.75%	30
2026 Q2	$4.23M	Buy	52,128 +807	+2%	+$60.7K	0.74%	31
2026 Q1	$3.5M	Buy	51,321 +363	+0.7%	+$25.8K	0.68%	34
2025 Q4	$3.54M	Sell	50,958 -721	-1%	-$49K	0.7%	34
2025 Q3	$3.48M	Sell	51,679 -87	-0.2%	-$5.64K	0.7%	33
2025 Q2	$3.25M	Sell	51,766 -223	-0.4%	-$13.1K	0.71%	31
2025 Q1	$3.04M	Buy	51,989 +413	+0.8%	+$25.1K	0.71%	32
2024 Q4	$3.05M	Buy	51,576 +3	+0%	+$183	0.71%	34
2024 Q3	$3.05M	Buy	51,573 +27,724	+116%	+$1.58M	0.74%	29
2024 Q2	$1.31M	Buy	23,849 +15,977	+203%	+$873K	0.37%	53
2024 Q1	$442K	Sell	7,872 -27	-0.3%	-$1.42K	0.12%	116
2023 Q4	$408K	Buy	7,899 +418	+6%	+$19.8K	0.13%	111
2023 Q3	$344K	Buy	7,481 +181	+2%	+$8.65K	0.12%	119
2023 Q2	$344K	Sell	7,300 -106	-1%	-$4.79K	0.12%	118
2023 Q1	$332K	Buy	7,406 +878	+13%	+$40.3K	0.13%	115
2022 Q4	$287K	Sell	6,528 -318	-5%	-$13.9K	0.11%	128
2022 Q3	$266K	Sell	6,846 -2,478	-27%	-$107K	0.13%	121
2022 Q2	$382K	Sell	9,324 -194	-2%	-$8.8K	0.17%	96
2022 Q1	$466K	Buy	9,518 +1,015	+12%	+$50.7K	0.19%	89
2021 Q4	$440K	Buy	+8,503	New	+$429K	0.18%	87

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

PNC

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

IFG

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

Southland Equity Partners's RDVY Position: Q3 2026 in Review

Southland Equity Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.3% in Q3 2026, buying an estimated $307K and bringing the position to 55,924 shares worth $4.38M. The position accounts for 0.75% of the portfolio, ranked #30.

Southland Equity Partners first reported a position in RDVY in Q4 2021 and has held it in 20 quarters since. 96 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Southland Equity Partners held 55,924 shares of First Trust Rising Dividend Achievers ETF worth $4.38M as of Q3 2026.
Southland Equity Partners bought 3,796 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $307K.
First Trust Rising Dividend Achievers ETF made up 0.75% of Southland Equity Partners's portfolio in Q3 2026, its #30 holding.
Southland Equity Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 20 quarters since.
96 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.