Pacific Sun Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pacific Sun Financial’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	$494K	Hold	6,100	–	–	0.2%	136
2026 Q1	$417K	Hold	6,100	–	–	0.2%	137
2025 Q4	$424K	Sell	6,100 -30	-0.5%	-$2.04K	0.2%	130
2025 Q3	$412K	Hold	6,130	–	–	0.2%	130
2025 Q2	$385K	Hold	6,130	–	–	0.2%	134
2025 Q1	$359K	Buy	6,130 +40	+0.7%	+$2.43K	0.2%	137
2024 Q4	$360K	Buy	6,090 +170	+3%	+$10.4K	0.2%	135
2024 Q3	$351K	Sell	5,920 -400	-6%	-$22.7K	0.19%	136
2024 Q2	$346K	Hold	6,320	–	–	0.2%	134
2024 Q1	$355K	Sell	6,320 -350	-5%	-$18.4K	0.21%	134
2023 Q4	$345K	Sell	6,670 -150	-2%	-$7.09K	0.22%	124
2023 Q3	$313K	Sell	6,820 -205	-3%	-$9.8K	0.22%	123
2023 Q2	$315K	Buy	+7,025	New	+$318K	0.21%	127
2022 Q4	$306K	Buy	6,975 +260	+4%	+$11.4K	0.22%	128
2022 Q3	$261K	Buy	6,715 +590	+10%	+$25.4K	0.18%	145
2022 Q2	$251K	Buy	6,125 +1,350	+28%	+$61.2K	0.17%	156
2022 Q1	$234K	Buy	+4,775	New	+$238K	0.13%	173

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pacific Sun Financial's RDVY Position: Q2 2026 in Review

Pacific Sun Financial held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 6,100 shares worth $494K. The position accounts for 0.2% of the portfolio, ranked #136.

Pacific Sun Financial first reported a position in RDVY in Q1 2022 and has held it in 17 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Pacific Sun Financial held 6,100 shares of First Trust Rising Dividend Achievers ETF worth $494K as of Q2 2026.
Pacific Sun Financial left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.2% of Pacific Sun Financial's portfolio in Q2 2026, its #136 holding.
Pacific Sun Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.