Pinnacle Wealth Management Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$7.44M	Buy	108,978 +3,745	+4%	+$267K	0.51%	44
2025 Q4	$7.31M	Buy	105,233 +2,627	+3%	+$179K	0.5%	44
2025 Q3	$6.9M	Sell	102,606 -821	-0.8%	-$53.3K	0.52%	46
2025 Q2	$6.49M	Buy	103,427 +3,104	+3%	+$183K	0.54%	44
2025 Q1	$5.87M	Buy	100,323 +7,792	+8%	+$474K	0.55%	46
2024 Q4	$5.47M	Buy	92,531 +1,332	+1%	+$81.3K	0.51%	47
2024 Q3	$5.4M	Buy	91,199 +1,167	+1%	+$66.4K	0.52%	47
2024 Q2	$4.93M	Buy	90,032 +3,746	+4%	+$205K	0.51%	46
2024 Q1	$4.85M	Buy	86,286 +2,784	+3%	+$146K	0.52%	48
2023 Q4	$4.31M	Buy	83,502 +2,653	+3%	+$125K	0.51%	47
2023 Q3	$3.72M	Sell	80,849 -242	-0.3%	-$11.6K	0.48%	53
2023 Q2	$3.82M	Buy	81,091 +2,218	+3%	+$100K	0.48%	53
2023 Q1	$3.54M	Buy	78,873 +8,882	+13%	+$408K	0.48%	57
2022 Q4	$3.07M	Buy	69,991 +21,202	+43%	+$927K	0.46%	55
2022 Q3	$1.9M	Buy	48,789 +30,335	+164%	+$1.3M	0.32%	75
2022 Q2	$755K	Buy	18,454 +476	+3%	+$21.6K	0.12%	132
2022 Q1	$881K	Buy	17,978 +4,552	+34%	+$227K	0.13%	132
2021 Q4	$695K	Buy	+13,426	New	+$677K	0.11%	149

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group's RDVY Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.6% in Q1 2026, buying an estimated $267K and bringing the position to 108,978 shares worth $7.44M. The position accounts for 0.51% of the portfolio, ranked #44.

Pinnacle Wealth Management Advisory Group first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 108,978 shares of First Trust Rising Dividend Achievers ETF worth $7.44M as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 3,745 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $267K.
First Trust Rising Dividend Achievers ETF made up 0.51% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #44 holding.
Pinnacle Wealth Management Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.