James T. Borello RIA’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

James T. Borello RIA’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	$10.8M	Buy	138,256 +27,202	+24%	+$2.2M	2.25%	15
2026 Q2	$9M	Buy	111,054 +13,559	+14%	+$1.02M	1.94%	15
2026 Q1	$6.66M	Buy	97,495 +675	+0.7%	+$48K	1.68%	15
2025 Q4	$6.73M	Buy	96,820 +2,949	+3%	+$200K	1.73%	15
2025 Q3	$6.31M	Buy	93,871 +14,486	+18%	+$940K	1.71%	15
2025 Q2	$4.98M	Buy	79,385 +2,127	+3%	+$125K	1.45%	18
2025 Q1	$4.52M	Buy	77,258 +1,705	+2%	+$104K	1.45%	18
2024 Q4	$4.47M	Buy	75,553 +8,245	+12%	+$503K	1.67%	17
2024 Q3	$3.99M	Buy	+67,308	New	+$3.83M	1.62%	16

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

James T. Borello RIA's RDVY Position: Q3 2026 in Review

James T. Borello RIA increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 24% in Q3 2026, buying an estimated $2.2M and bringing the position to 138,256 shares worth $10.8M. The position accounts for 2.25% of the portfolio, ranked #15.

James T. Borello RIA first reported a position in RDVY in Q3 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

James T. Borello RIA held 138,256 shares of First Trust Rising Dividend Achievers ETF worth $10.8M as of Q3 2026.
James T. Borello RIA bought 27,202 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $2.2M.
First Trust Rising Dividend Achievers ETF made up 2.25% of James T. Borello RIA's portfolio in Q3 2026, its #15 holding.
James T. Borello RIA first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 9 quarters since.
133 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.