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

Pinnacle Family 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 		$2.06M Buy
30,111
+124
+0.4% +$8.83K 0.97% 24
2025
Q4 		$2.08M Buy
29,987
+7,041
+31% +$479K 0.92% 23
2025
Q3 		$1.54M Buy
22,946
+8,593
+60% +$557K 0.67% 31
2025
Q2 		$900K Buy
+14,353
New +$844K 0.44% 44
2024
Q4 		– Sell
-13,989
Closed -$828K – 123
2024
Q3 		$828K Buy
13,989
+495
+4% +$28.2K 0.43% 50
2024
Q2 		$739K Sell
13,494
-267
-2% -$14.6K 0.41% 44
2024
Q1 		$773K Sell
13,761
-135
-1% -$7.08K 0.41% 39
2023
Q4 		$718K Buy
13,896
+1,279
+10% +$60.5K 0.42% 39
2023
Q3 		$580K Sell
12,617
-766
-6% -$36.6K 0.33% 46
2023
Q2 		$630K Sell
13,383
-254
-2% -$11.5K 0.34% 50
2023
Q1 		$612K Buy
13,637
+1,157
+9% +$53.1K 0.37% 52
2022
Q4 		$548K Sell
12,480
-454
-4% -$19.8K 0.39% 50
2022
Q3 		$503K Buy
12,934
+120
+0.9% +$5.16K 0.44% 42
2022
Q2 		$524K Buy
12,814
+429
+3% +$19.4K 0.43% 49
2022
Q1 		$607K Buy
12,385
+1,017
+9% +$50.8K 0.32% 58
2021
Q4 		$589K Buy
11,368
+408
+4% +$20.6K 0.27% 57
2021
Q3 		$520K Buy
10,960
+229
+2% +$11.1K 0.23% 67
2021
Q2 		$516K Buy
+10,731
New +$514K 0.23% 68

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 $71.6B AUM 21.08% 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

Pinnacle Family Advisors's RDVY Position: Q1 2026 in Review

Pinnacle Family Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.41% in Q1 2026, buying an estimated $8.83K and bringing the position to 30,111 shares worth $2.06M. The position accounts for 0.97% of the portfolio, ranked #24.

Pinnacle Family Advisors first reported a position in RDVY in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.08M in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Pinnacle Family Advisors held 30,111 shares of First Trust Rising Dividend Achievers ETF worth $2.06M as of Q1 2026.
  • Pinnacle Family Advisors bought 124 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $8.83K.
  • First Trust Rising Dividend Achievers ETF made up 0.97% of Pinnacle Family Advisors's portfolio in Q1 2026, its #24 holding.
  • Pinnacle Family Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 18 quarters since.
  • Pinnacle Family Advisors's First Trust Rising Dividend Achievers ETF position peaked at $2.08M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.