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

Pin Oak 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
Q1 		$39K Hold
567
– – 0.03% 236
2025
Q4 		$41K Hold
567
– – 0.03% 232
2025
Q3 		$38.1K Buy
+567
New +$36.8K 0.03% 231

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pin Oak Investment Advisors's RDVY Position: Q1 2026 in Review

Pin Oak Investment Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q1 2026 at 567 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #236.

Pin Oak Investment Advisors first reported a position in RDVY in Q3 2025 and has held it in 3 quarters since. The position peaked at $41K in Q4 2025. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Pin Oak Investment Advisors held 567 shares of First Trust Rising Dividend Achievers ETF worth $39K as of Q1 2026.
  • Pin Oak Investment Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q1 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #236 holding.
  • Pin Oak Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
  • Pin Oak Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $41K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.