RDVY — FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND

Ownership history in Rise Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Rise Advisors, LLC reported a position in FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND (RDVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.92% (2025 Q4)
Avg. % of fund
2.25%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 440,766 +433,400 +5883.8% 10.92% $30.6M $69.47
2025 Q3 ADDED 7,366 +1,707 +30.2% 0.18% $495K $67.07
2025 Q2 ADDED 5,659 +5,134 +977.9% 0.14% $355K $62.42
2025 Q1 ADDED 525 +524 +52400.0% 0.01% $31K $58.08
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RDVY price (monthly, adj. close)

Other funds also holding RDVY

As of 2025 Q4 — sorted by position size

BELLEVUE ASSET MANAGEMENT, LLC 3Y 33.07% Horizon Advisory Services, Inc. 19.37% Ascension Capital Advisors, Inc. 3Y 13.86% Spectrum Wealth Advisory Group, LLC 3Y 13.66% INTEGRITY WEALTH ADVISORS, INC. 12.71% Traction Financial Partners, LLC 9.71% ODonnell Financial Services, LLC 3Y 8.48% Hobart Private Capital, LLC 3Y 6.84% Key Client Fiduciary Advisors, LLC 3Y 6.7% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 6.57%
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