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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Southland Equity Partners's RDVY Position: Q2 2026 in Review

Southland Equity Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $60.7K and bringing the position to 52,128 shares worth $4.23M. The position accounts for 0.74% of the portfolio, ranked #31.

Southland Equity Partners first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Southland Equity Partners held 52,128 shares of First Trust Rising Dividend Achievers ETF worth $4.23M as of Q2 2026.
Southland Equity Partners bought 807 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $60.7K.
First Trust Rising Dividend Achievers ETF made up 0.74% of Southland Equity Partners's portfolio in Q2 2026, its #31 holding.
Southland Equity Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.