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Peak Planning Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Peak Planning Group’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 		$18.1M Buy
223,203
+9,919
+5% +$746K 4.08% 8
2026
Q1 		$14.6M Buy
213,284
+24,699
+13% +$1.76M 4.04% 7
2025
Q4 		$13.1M Buy
188,585
+56,424
+43% +$3.84M 3.67% 7
2025
Q3 		$8.89M Buy
132,161
+23,370
+21% +$1.52M 4.63% 7
2025
Q2 		$6.83M Sell
108,791
-12,363
-10% -$727K 4.37% 6
2025
Q1 		$7.09M Buy
121,154
+20,050
+20% +$1.22M 2.98% 6
2024
Q4 		$5.98M Buy
101,104
+6,229
+7% +$380K 2.49% 9
2024
Q3 		$5.62M Buy
94,875
+11,993
+14% +$682K 2.46% 10
2024
Q2 		$4.54M Buy
82,882
+14,762
+22% +$807K 2.23% 9
2024
Q1 		$3.83M Buy
68,120
+2,910
+4% +$153K 2.4% 10
2023
Q4 		$3.37M Sell
65,210
-2,160
-3% -$102K 2.42% 9
2023
Q3 		$3.1M Sell
67,370
-7,122
-10% -$340K 2.42% 10
2023
Q2 		$3.51M Sell
74,492
-5,008
-6% -$227K 2.61% 9
2023
Q1 		$3.57M Sell
79,500
-4,332
-5% -$199K 2.89% 8
2022
Q4 		$3.68M Sell
83,832
-8,571
-9% -$375K 3.24% 8
2022
Q3 		$3.59M Sell
92,403
-5,847
-6% -$251K 3.33% 7
2022
Q2 		$4.02M Buy
+98,250
New +$4.45M 3.38% 7
2021
Q4 		$4.2M Buy
+81,089
New +$4.09M 3.1% 7

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

Peak Planning Group's RDVY Position: Q2 2026 in Review

Peak Planning Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.7% in Q2 2026, buying an estimated $746K and bringing the position to 223,203 shares worth $18.1M. The position accounts for 4.08% of the portfolio, ranked #8.

Peak Planning Group first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. 813 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Peak Planning Group held 223,203 shares of First Trust Rising Dividend Achievers ETF worth $18.1M as of Q2 2026.
  • Peak Planning Group bought 9,919 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $746K.
  • First Trust Rising Dividend Achievers ETF made up 4.08% of Peak Planning Group's portfolio in Q2 2026, its #8 holding.
  • Peak Planning Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 813 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.