Valeo Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Valeo Financial 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	$1.47M	Sell	18,751 -468	-2%	-$37.9K	0.03%	237
2026 Q2	$1.56M	Buy	19,219 +1,502	+8%	+$113K	0.03%	227
2026 Q1	$1.21M	Buy	17,717 +556	+3%	+$39.6K	0.03%	242
2025 Q4	$1.19M	Hold	17,161	–	–	0.03%	265
2025 Q3	$1.15M	Sell	17,161 -312	-2%	-$20.2K	0.03%	271
2025 Q2	$1.1M	Buy	+17,473	New	+$1.03M	0.03%	280
2021 Q2	–	Sell	-990	Closed	-$45K	–	1512
2021 Q1	$45K	Hold	990	–	–	﹤0.01%	913
2020 Q4	$40K	Hold	990	–	–	﹤0.01%	855
2020 Q3	$32K	Buy	990 +277	+39%	+$8.99K	﹤0.01%	795
2020 Q2	$22K	Buy	+713	New	+$20.8K	﹤0.01%	1032

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

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

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Valeo Financial Advisors's RDVY Position: Q3 2026 in Review

Valeo Financial Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.4% in Q3 2026, selling an estimated $37.9K and leaving 18,751 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #237.

Valeo Financial Advisors first reported a position in RDVY in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2026. 68 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Valeo Financial Advisors held 18,751 shares of First Trust Rising Dividend Achievers ETF worth $1.47M as of Q3 2026.
Valeo Financial Advisors sold 468 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $37.9K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #237 holding.
Valeo Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and has held it in 10 quarters since.
Valeo Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.56M in Q2 2026.
68 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.