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Pittenger & Anderson Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pittenger & Anderson Inc’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 		– Sell
-231
Closed -$15.8K – 557
2026
Q1 		$15.8K Buy
+231
New +$16.4K ﹤0.01% 376

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

Pittenger & Anderson Inc's RDVY Position: Q2 2026 in Review

Pittenger & Anderson Inc sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 231 shares — an estimated $15.8K sold.

Pittenger & Anderson Inc first reported a position in RDVY in Q1 2026 and held it in 1 quarter. The position peaked at $15.8K in Q1 2026. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Pittenger & Anderson Inc reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 231 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.8K.
  • Pittenger & Anderson Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
  • Pittenger & Anderson Inc's First Trust Rising Dividend Achievers ETF position peaked at $15.8K in Q1 2026.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.