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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
Q2 		$2.18M Sell
26,861
-3,250
-11% -$244K 0.91% 24
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 $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 22.96% 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 Family Advisors's RDVY Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, selling an estimated $244K and leaving 26,861 shares worth $2.18M. The position accounts for 0.91% of the portfolio, ranked #24.

Pinnacle Family Advisors first reported a position in RDVY in Q2 2021 and has held it in 19 quarters since. 818 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Pinnacle Family Advisors held 26,861 shares of First Trust Rising Dividend Achievers ETF worth $2.18M as of Q2 2026.
  • Pinnacle Family Advisors sold 3,250 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $244K.
  • First Trust Rising Dividend Achievers ETF made up 0.91% of Pinnacle Family Advisors's portfolio in Q2 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 19 quarters since.
  • 818 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.