Panoramic Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Panoramic Investment 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	$1.16M	Sell	14,366 -200	-1%	-$15K	0.56%	46
2026 Q1	$995K	Hold	14,566	–	–	0.54%	49
2025 Q4	$1.01M	Hold	14,566	–	–	0.55%	47
2025 Q3	$980K	Hold	14,566	–	–	0.55%	45
2025 Q2	$914K	Sell	14,566 -1,900	-12%	-$112K	0.56%	45
2025 Q1	$964K	Sell	16,466 -100	-0.6%	-$6.08K	0.65%	43
2024 Q4	$980K	Hold	16,566	–	–	0.64%	40
2024 Q3	$981K	Buy	+16,566	New	+$942K	0.68%	40
2024 Q1	$953K	Sell	16,966 -200	-1%	-$10.5K	0.7%	40
2023 Q4	$887K	Hold	17,166	–	–	0.77%	38
2023 Q3	$789K	Buy	+17,166	New	+$821K	0.73%	37
2022 Q4	$807K	Buy	+18,366	New	+$803K	0.83%	36

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

Panoramic Investment Advisors's RDVY Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q2 2026, selling an estimated $15K and leaving 14,366 shares worth $1.16M. The position accounts for 0.56% of the portfolio, ranked #46.

Panoramic Investment Advisors first reported a position in RDVY in Q4 2022 and has held it in 12 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Panoramic Investment Advisors held 14,366 shares of First Trust Rising Dividend Achievers ETF worth $1.16M as of Q2 2026.
Panoramic Investment Advisors sold 200 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15K.
First Trust Rising Dividend Achievers ETF made up 0.56% of Panoramic Investment Advisors's portfolio in Q2 2026, its #46 holding.
Panoramic Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 12 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.