Pinnacle Financial Partners (Tennessee)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$552K	Sell	8,207 -310	-4%	-$20.1K	0.01%	327
2025 Q2	$534K	Buy	8,517 +350	+4%	+$20.6K	0.01%	325
2025 Q1	$478K	Hold	8,167	–	–	0.01%	335
2024 Q4	$483K	Buy	8,167 +712	+10%	+$43.4K	0.01%	326
2024 Q3	$441K	Hold	7,455	–	–	0.01%	335
2024 Q2	$408K	Hold	7,455	–	–	0.01%	342
2024 Q1	$419K	Sell	7,455 -323	-4%	-$16.9K	0.01%	338
2023 Q4	$402K	Buy	+7,778	New	+$368K	0.01%	328

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s RDVY Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.6% in Q3 2025, selling an estimated $20.1K and leaving 8,207 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #327.

Pinnacle Financial Partners (Tennessee) first reported a position in RDVY in Q4 2023 and has held it in 8 quarters since. 672 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 8,207 shares of First Trust Rising Dividend Achievers ETF worth $552K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 310 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $20.1K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #327 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
672 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.