VisionPoint Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

VisionPoint Advisory Group’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	$2.49M	Sell	31,849 -4,969	-13%	-$402K	0.39%	65
2026 Q2	$2.98M	Sell	36,818 -3,269	-8%	-$246K	0.49%	49
2026 Q1	$2.74M	Buy	40,087 +566	+1%	+$40.3K	0.52%	46
2025 Q4	$2.75M	Buy	39,521 +9,594	+32%	+$652K	0.53%	49
2025 Q3	$2.01M	Sell	29,927 -1,119	-4%	-$72.6K	0.4%	67
2025 Q2	$1.95M	Buy	+31,046	New	+$1.83M	0.42%	65

Other funds holding RDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

VisionPoint Advisory Group's RDVY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q3 2026, selling an estimated $402K and leaving 31,849 shares worth $2.49M. The position accounts for 0.39% of the portfolio, ranked #65.

VisionPoint Advisory Group first reported a position in RDVY in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.98M in Q2 2026. 765 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

VisionPoint Advisory Group held 31,849 shares of First Trust Rising Dividend Achievers ETF worth $2.49M as of Q3 2026.
VisionPoint Advisory Group sold 4,969 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $402K.
First Trust Rising Dividend Achievers ETF made up 0.39% of VisionPoint Advisory Group's portfolio in Q3 2026, its #65 holding.
VisionPoint Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's First Trust Rising Dividend Achievers ETF position peaked at $2.98M in Q2 2026.
765 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.