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

Pine Valley 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	$24M	Buy	296,008 +9,534	+3%	+$717K	0.95%	23
2026 Q1	$19.6M	Sell	286,474 -17,247	-6%	-$1.23M	0.9%	26
2025 Q4	$21.1M	Buy	303,721 +4,423	+1%	+$301K	0.98%	25
2025 Q3	$20.1M	Buy	299,298 +10,250	+4%	+$665K	0.99%	20
2025 Q2	$18.1M	Buy	289,048 +1,468	+0.5%	+$86.3K	1.01%	17
2025 Q1	$16.8M	Buy	287,580 +50,239	+21%	+$3.05M	1.02%	19
2024 Q4	$14M	Buy	237,341 +8,011	+3%	+$489K	0.84%	24
2024 Q3	$13.6M	Buy	229,330 +6,397	+3%	+$364K	0.82%	23
2024 Q2	$12.2M	Sell	222,933 -5,248	-2%	-$287K	0.8%	26
2024 Q1	$12.8M	Buy	228,181 +46,724	+26%	+$2.45M	0.86%	23
2023 Q4	$9.38M	Sell	181,457 -4,374	-2%	-$207K	0.67%	30
2023 Q3	$8.54M	Sell	185,831 -525	-0.3%	-$25.1K	0.78%	25
2023 Q2	$8.78M	Sell	186,356 -933	-0.5%	-$42.2K	0.86%	23
2023 Q1	$8.16M	Buy	+187,289	New	+$8.6M	1.21%	18

Other funds holding RDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Pine Valley Investments's RDVY Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.3% in Q2 2026, buying an estimated $717K and bringing the position to 296,008 shares worth $24M. The position accounts for 0.95% of the portfolio, ranked #23.

Pine Valley Investments first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Pine Valley Investments held 296,008 shares of First Trust Rising Dividend Achievers ETF worth $24M as of Q2 2026.
Pine Valley Investments bought 9,534 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $717K.
First Trust Rising Dividend Achievers ETF made up 0.95% of Pine Valley Investments's portfolio in Q2 2026, its #23 holding.
Pine Valley Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
479 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.