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

PFG 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 		$13M Sell
160,875
-22,805
-12% -$1.72M 0.66% 22
2026
Q1 		$12.5M Buy
183,680
+10,239
+6% +$729K 0.61% 30
2025
Q4 		$12M Sell
173,441
-34,155
-16% -$2.32M 0.58% 38
2025
Q3 		$14M Buy
207,596
+7,929
+4% +$514K 0.57% 36
2025
Q2 		$12.5M Sell
199,667
-4,971
-2% -$292K 0.58% 27
2025
Q1 		$12M Buy
204,638
+3,807
+2% +$231K 0.67% 31
2024
Q4 		$11.9M Buy
200,831
+13,344
+7% +$814K 0.73% 28
2024
Q3 		$11.1M Buy
187,487
+5,230
+3% +$297K 0.7% 28
2024
Q2 		$9.98M Sell
182,257
-3,600
-2% -$197K 0.67% 28
2024
Q1 		$10.4M Sell
185,857
-4,380
-2% -$230K 0.76% 24
2023
Q4 		$9.83M Sell
190,237
-6,903
-4% -$326K 0.79% 21
2023
Q3 		$9.06M Sell
197,140
-11,342
-5% -$542K 0.81% 20
2023
Q2 		$9.82M Sell
208,482
-8,741
-4% -$395K 0.75% 23
2023
Q1 		$9.75M Buy
217,223
+6,250
+3% +$287K 0.82% 18
2022
Q4 		$9.27M Buy
210,973
+6,444
+3% +$282K 0.91% 19
2022
Q3 		$7.95M Buy
204,529
+3,356
+2% +$144K 0.91% 17
2022
Q2 		$8.23M Buy
201,173
+3,621
+2% +$164K 0.93% 12
2022
Q1 		$9.68M Buy
197,552
+53,145
+37% +$2.65M 0.97% 11
2021
Q4 		$7.48M Buy
144,407
+73,689
+104% +$3.72M 0.74% 20
2021
Q3 		$3.36M Buy
70,718
+38,992
+123% +$1.89M 0.37% 59
2021
Q2 		$1.52M Buy
31,726
+24,167
+320% +$1.16M 0.17% 164
2021
Q1 		$344K Buy
7,559
+87
+1% +$3.71K 0.04% 352
2020
Q4 		$298K Buy
+7,472
New +$272K 0.05% 300

Other funds holding RDVY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

PFG Advisors's RDVY Position: Q2 2026 in Review

PFG Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q2 2026, selling an estimated $1.72M and leaving 160,875 shares worth $13M. The position accounts for 0.66% of the portfolio, ranked #22.

PFG Advisors first reported a position in RDVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $14M in Q3 2025. 339 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • PFG Advisors held 160,875 shares of First Trust Rising Dividend Achievers ETF worth $13M as of Q2 2026.
  • PFG Advisors sold 22,805 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.72M.
  • First Trust Rising Dividend Achievers ETF made up 0.66% of PFG Advisors's portfolio in Q2 2026, its #22 holding.
  • PFG Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • PFG Advisors's First Trust Rising Dividend Achievers ETF position peaked at $14M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.