World Equity Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

World Equity 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	–	Sell	-3,589	Closed	-$291K	–	343
2026 Q2	$291K	Sell	3,589 -381	-10%	-$28.7K	0.07%	313
2026 Q1	$271K	Buy	+3,970	New	+$283K	0.07%	307
2025 Q4	–	Sell	-48,563	Closed	-$3.27M	–	376
2025 Q3	$3.27M	Buy	48,563 +2,143	+5%	+$139K	0.74%	26
2025 Q2	$2.91M	Buy	46,420 +3,619	+8%	+$213K	0.79%	26
2025 Q1	$2.51M	Buy	42,801 +3,703	+9%	+$225K	0.72%	29
2024 Q4	$2.31M	Sell	39,098 -5,894	-13%	-$360K	0.5%	46
2024 Q3	$2.66M	Buy	44,992 +6,090	+16%	+$346K	0.96%	21
2024 Q2	$2.13M	Buy	38,902 +8	+0%	+$437	0.64%	37
2024 Q1	$2.18M	Sell	38,894 -26,584	-41%	-$1.39M	0.45%	54
2023 Q4	$3.41M	Buy	65,478 +1,046	+2%	+$49.4K	0.68%	29
2023 Q3	$2.96M	Buy	+64,432	New	+$3.08M	0.61%	32
2022 Q2	–	Sell	-26,722	Closed	-$1.31M	–	391
2022 Q1	$1.31M	Buy	+26,722	New	+$1.33M	0.28%	100

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

World Equity Group's RDVY Position: Q3 2026 in Review

World Equity Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026, closing a stake of 3,589 shares — an estimated $291K sold.

World Equity Group first reported a position in RDVY in Q1 2022 and held it in 12 quarters. The position peaked at $3.41M in Q4 2023. 765 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

World Equity Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 3,589 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $291K.
World Equity Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 12 quarters.
World Equity Group's First Trust Rising Dividend Achievers ETF position peaked at $3.41M in Q4 2023.
765 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.