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

PFG Investments’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	$880K	Buy	10,861 +2,393	+28%	+$180K	0.03%	427
2026 Q1	$578K	Buy	8,468 +1,315	+18%	+$93.6K	0.03%	549
2025 Q4	$497K	Sell	7,153 -74	-1%	-$5.03K	0.02%	574
2025 Q3	$486K	Sell	7,227 -1,759	-20%	-$114K	0.03%	558
2025 Q2	$564K	Buy	8,986 +350	+4%	+$20.6K	0.03%	478
2025 Q1	$506K	Buy	8,636 +333	+4%	+$20.2K	0.03%	494
2024 Q4	$491K	Buy	8,303 +877	+12%	+$53.5K	0.03%	504
2024 Q3	$440K	Buy	7,426 +285	+4%	+$16.2K	0.03%	542
2024 Q2	$391K	Sell	7,141 -107,676	-94%	-$5.89M	0.03%	547
2024 Q1	$6.45M	Buy	+114,817	New	+$6.02M	0.39%	46
2023 Q2	–	Sell	-8,027	Closed	-$360K	–	533
2023 Q1	$360K	Buy	+8,027	New	+$369K	0.07%	304

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

PFG Investments's RDVY Position: Q2 2026 in Review

PFG Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 28% in Q2 2026, buying an estimated $180K and bringing the position to 10,861 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #427.

PFG Investments first reported a position in RDVY in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.45M in Q1 2024. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

PFG Investments held 10,861 shares of First Trust Rising Dividend Achievers ETF worth $880K as of Q2 2026.
PFG Investments bought 2,393 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $180K.
First Trust Rising Dividend Achievers ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #427 holding.
PFG Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 11 quarters since.
PFG Investments's First Trust Rising Dividend Achievers ETF position peaked at $6.45M in Q1 2024.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.