Stegent Equity Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Stegent Equity 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	$4.01M	Sell	51,218 -999	-2%	-$80.8K	3.18%	5
2026 Q2	$4.23M	Sell	52,217 -916	-2%	-$68.9K	3.03%	5
2026 Q1	$3.63M	Sell	53,133 -7,657	-13%	-$545K	3.09%	7
2025 Q4	$4.22M	Buy	60,790 +3,958	+7%	+$269K	3.29%	5
2025 Q3	$3.82M	Buy	56,832 +7,894	+16%	+$512K	3.11%	6
2025 Q2	$3.07M	Sell	48,938 -11,608	-19%	-$683K	2.72%	10
2025 Q1	$3.54M	Sell	60,546 -8,761	-13%	-$533K	3.6%	5
2024 Q4	$4.1M	Sell	69,307 -4,085	-6%	-$249K	4.16%	3
2024 Q3	$4.35M	Sell	73,392 -20,442	-22%	-$1.16M	4.8%	3
2024 Q2	$5.14M	Buy	93,834 +80,275	+592%	+$4.39M	5.35%	1
2024 Q1	$762K	Sell	13,559 -2,328	-15%	-$122K	0.77%	45
2023 Q4	$821K	Buy	15,887 +678	+4%	+$32K	0.97%	36
2023 Q3	$699K	Sell	15,209 -8	-0.1%	-$382	0.88%	36
2023 Q2	$717K	Sell	15,217 -15	-0.1%	-$678	0.8%	38
2023 Q1	$683K	Sell	15,232 -543	-3%	-$24.9K	0.68%	41
2022 Q4	$693K	Sell	15,775 -20,078	-56%	-$878K	0.83%	43
2022 Q3	$1.39M	Sell	35,853 -4,023	-10%	-$173K	2.09%	19
2022 Q2	$1.63M	Sell	39,876 -23,268	-37%	-$1.05M	2.12%	12
2022 Q1	$3.09M	Buy	63,144 +29,636	+88%	+$1.48M	2.61%	11
2021 Q4	$1.74M	Buy	+33,508	New	+$1.69M	1.41%	29

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stegent Equity Advisors's RDVY Position: Q3 2026 in Review

Stegent Equity Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q3 2026, selling an estimated $80.8K and leaving 51,218 shares worth $4.01M. The position accounts for 3.18% of the portfolio, ranked #5.

Stegent Equity Advisors first reported a position in RDVY in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.14M in Q2 2024. 83 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Stegent Equity Advisors held 51,218 shares of First Trust Rising Dividend Achievers ETF worth $4.01M as of Q3 2026.
Stegent Equity Advisors sold 999 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $80.8K.
First Trust Rising Dividend Achievers ETF made up 3.18% of Stegent Equity Advisors's portfolio in Q3 2026, its #5 holding.
Stegent Equity Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 20 quarters since.
Stegent Equity Advisors's First Trust Rising Dividend Achievers ETF position peaked at $5.14M in Q2 2024.
83 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.