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Pacific Excel Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pacific Excel Wealth 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
Q2 		– Sell
-21,045
Closed -$1.44M – 299
2026
Q1 		$1.44M Buy
21,045
+6,823
+48% +$486K 1.51% 13
2025
Q4 		$988K Buy
+14,222
New +$967K 1.87% 11

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pacific Excel Wealth Advisors's RDVY Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 21,045 shares — an estimated $1.44M sold.

Pacific Excel Wealth Advisors first reported a position in RDVY in Q4 2025 and held it in 2 quarters. The position peaked at $1.44M in Q1 2026. 814 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 21,045 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.44M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.44M in Q1 2026.
  • 814 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.