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

Stratos Wealth 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
Q1 		$13.2M Buy
193,376
+9,565
+5% +$681K 0.81% 28
2025
Q4 		$12.8M Buy
183,811
+2,370
+1% +$161K 0.62% 33
2025
Q3 		$12.2M Buy
181,441
+2,295
+1% +$149K 0.59% 38
2025
Q2 		$11.2M Sell
179,146
-3,271
-2% -$192K 0.59% 37
2025
Q1 		$10.7M Buy
182,417
+12,504
+7% +$760K 0.58% 43
2024
Q4 		$10M Buy
169,913
+6,148
+4% +$375K 0.48% 47
2024
Q3 		$9.7M Buy
163,765
+6,723
+4% +$382K 0.44% 55
2024
Q2 		$8.6M Buy
157,042
+23,026
+17% +$1.26M 0.43% 58
2024
Q1 		$7.53M Buy
134,016
+57,872
+76% +$3.04M 0.45% 54
2023
Q4 		$3.93M Buy
76,144
+39,045
+105% +$1.85M 0.23% 129
2023
Q3 		$1.7M Buy
+37,099
New +$1.77M 0.11% 223
2023
Q1 		– Sell
-30,611
Closed -$1.34M – 629
2022
Q4 		$1.34M Sell
30,611
-18,088
-37% -$791K 0.11% 242
2022
Q3 		$1.89M Sell
48,699
-15,679
-24% -$674K 0.2% 143
2022
Q2 		$2.63M Sell
64,378
-9,694
-13% -$440K 0.24% 109
2022
Q1 		$3.63M Sell
74,072
-1,690
-2% -$84.4K 0.29% 89
2021
Q4 		$3.92M Buy
75,762
+9,526
+14% +$480K 0.28% 95
2021
Q3 		$3.14M Buy
66,236
+60,403
+1,036% +$2.93M 0.27% 107
2021
Q2 		$280K Buy
+5,833
New +$279K 0.02% 458

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Advisors's RDVY Position: Q1 2026 in Review

Stratos Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.2% in Q1 2026, buying an estimated $681K and bringing the position to 193,376 shares worth $13.2M. The position accounts for 0.81% of the portfolio, ranked #28.

Stratos Wealth Advisors first reported a position in RDVY in Q2 2021 and has held it in 18 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Stratos Wealth Advisors held 193,376 shares of First Trust Rising Dividend Achievers ETF worth $13.2M as of Q1 2026.
  • Stratos Wealth Advisors bought 9,565 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $681K.
  • First Trust Rising Dividend Achievers ETF made up 0.81% of Stratos Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Stratos Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 18 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.