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Pinnacle Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pinnacle Associates’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 		$17.2M Buy
211,788
+3,265
+2% +$246K 0.19% 121
2026
Q1 		$14.2M Buy
208,523
+3,962
+2% +$282K 0.18% 125
2025
Q4 		$14.2M Buy
204,561
+4,566
+2% +$310K 0.18% 124
2025
Q3 		$13.5M Buy
199,995
+1,318
+0.7% +$85.5K 0.18% 133
2025
Q2 		$12.5M Buy
198,677
+3,962
+2% +$233K 0.18% 126
2025
Q1 		$11.4M Buy
194,715
+7,709
+4% +$469K 0.17% 136
2024
Q4 		$11.1M Buy
187,006
+11,557
+7% +$705K 0.15% 144
2024
Q3 		$9.07M Sell
175,449
-8,532
-5% -$485K 0.15% 159
2024
Q2 		$10.1M Buy
183,981
+4,338
+2% +$237K 0.16% 155
2024
Q1 		$10.1M Buy
179,643
+4,194
+2% +$220K 0.16% 165
2023
Q4 		$9.07M Sell
175,449
-1,030
-0.6% -$48.7K 0.15% 162
2023
Q3 		$8.11M Buy
176,479
+5,282
+3% +$253K 0.15% 169
2023
Q2 		$8.06M Buy
171,197
+2,577
+2% +$117K 0.14% 174
2023
Q1 		$7.57M Buy
168,620
+15,361
+10% +$706K 0.15% 159
2022
Q4 		$6.73M Buy
153,259
+23,281
+18% +$1.02M 0.15% 169
2022
Q3 		$5.05M Buy
129,978
+98,393
+312% +$4.23M 0.12% 196
2022
Q2 		$1.29M Sell
31,585
-133
-0.4% -$6.03K 0.03% 354
2022
Q1 		$1.55M Buy
31,718
+3,937
+14% +$197K 0.03% 369
2021
Q4 		$1.44M Buy
+27,781
New +$1.4M 0.02% 391

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 22.9% 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

Pinnacle Associates's RDVY Position: Q2 2026 in Review

Pinnacle Associates increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $246K and bringing the position to 211,788 shares worth $17.2M. The position accounts for 0.19% of the portfolio, ranked #121.

Pinnacle Associates first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Pinnacle Associates held 211,788 shares of First Trust Rising Dividend Achievers ETF worth $17.2M as of Q2 2026.
  • Pinnacle Associates bought 3,265 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $246K.
  • First Trust Rising Dividend Achievers ETF made up 0.19% of Pinnacle Associates's portfolio in Q2 2026, its #121 holding.
  • Pinnacle Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.