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 Q2	$19.1M	Buy	235,642 +42,266	+22%	+$3.18M	1.05%	14
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 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

Stratos Wealth Advisors's RDVY Position: Q2 2026 in Review

Stratos Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 22% in Q2 2026, buying an estimated $3.18M and bringing the position to 235,642 shares worth $19.1M. The position accounts for 1.05% of the portfolio, ranked #14.

Stratos Wealth Advisors first reported a position in RDVY in Q2 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Stratos Wealth Advisors held 235,642 shares of First Trust Rising Dividend Achievers ETF worth $19.1M as of Q2 2026.
Stratos Wealth Advisors bought 42,266 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.18M.
First Trust Rising Dividend Achievers ETF made up 1.05% of Stratos Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Stratos Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 19 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.