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

PCG 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	$3.83M	Buy	47,301 +2,346	+5%	+$176K	0.86%	35
2026 Q1	$3.07M	Buy	44,955 +3,014	+7%	+$215K	0.78%	41
2025 Q4	$2.91M	Buy	41,941 +5,572	+15%	+$379K	0.82%	41
2025 Q3	$2.45M	Buy	36,369 +6,233	+21%	+$404K	0.71%	49
2025 Q2	$1.89M	Buy	30,136 +600	+2%	+$35.3K	0.97%	31
2025 Q1	$1.73M	Buy	29,536 +2,329	+9%	+$142K	0.6%	53
2024 Q4	$1.61M	Buy	27,207 +2,537	+10%	+$155K	0.59%	53
2024 Q3	$1.46M	Buy	24,670 +5,634	+30%	+$320K	0.56%	54
2024 Q2	$1.04M	Buy	19,036 +1,404	+8%	+$76.8K	0.45%	59
2024 Q1	$990K	Buy	17,632 +480	+3%	+$25.2K	0.47%	51
2023 Q4	$886K	Sell	17,152 -150	-0.9%	-$7.09K	0.5%	50
2023 Q3	$795K	Sell	17,302 -701	-4%	-$33.5K	0.52%	46
2023 Q2	$848K	Sell	18,003 -261	-1%	-$11.8K	0.53%	46
2023 Q1	$820K	Sell	18,264 -75,381	-80%	-$3.46M	0.52%	47
2022 Q4	$4.11M	Sell	93,645 -161,876	-63%	-$7.08M	2.6%	9
2022 Q3	$9.94M	Buy	255,521 +14,145	+6%	+$608K	3.54%	5
2022 Q2	$9.88M	Sell	241,376 -14,440	-6%	-$655K	7.05%	4
2022 Q1	$12.5M	Buy	255,816 +42,029	+20%	+$2.1M	7.97%	4
2021 Q4	$11.1M	Buy	+213,787	New	+$10.8M	7.69%	3

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

PCG Wealth Advisors's RDVY Position: Q2 2026 in Review

PCG Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.2% in Q2 2026, buying an estimated $176K and bringing the position to 47,301 shares worth $3.83M. The position accounts for 0.86% of the portfolio, ranked #35.

PCG Wealth Advisors first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q1 2022. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

PCG Wealth Advisors held 47,301 shares of First Trust Rising Dividend Achievers ETF worth $3.83M as of Q2 2026.
PCG Wealth Advisors bought 2,346 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $176K.
First Trust Rising Dividend Achievers ETF made up 0.86% of PCG Wealth Advisors's portfolio in Q2 2026, its #35 holding.
PCG Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $12.5M in Q1 2022.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.