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

Pitti Group Wealth Management’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	$2.01M	Buy	24,800 +15	+0.1%	+$1.13K	1.46%	19
2026 Q1	$1.69M	Buy	24,785 +756	+3%	+$53.8K	1.37%	18
2025 Q4	$1.67M	Buy	24,029 +240	+1%	+$16.3K	1.37%	18
2025 Q3	$1.6M	Sell	23,789 -679	-3%	-$44K	1.36%	18
2025 Q2	$1.54M	Buy	24,468 +748	+3%	+$44K	1.32%	18
2025 Q1	$1.39M	Sell	23,720 -1,041	-4%	-$63.3K	1.42%	20
2024 Q4	$1.46M	Sell	24,761 -1,145	-4%	-$69.9K	1.48%	20
2024 Q3	$1.34M	Hold	25,906	–	–	1.46%	18
2024 Q2	$1.34M	Buy	25,906 +516	+2%	+$28.2K	1.46%	18
2024 Q1	$1.39M	Sell	25,390 -516	-2%	-$27.1K	1.55%	19
2023 Q4	$1.34M	Sell	25,906 -1,105	-4%	-$52.2K	1.46%	18
2023 Q3	$1.24M	Sell	27,011 -1,281	-5%	-$61.2K	1.42%	21
2023 Q2	$1.33M	Sell	28,292 -22	-0.1%	-$995	1.49%	24
2023 Q1	$1.27M	Sell	28,314 -51	-0.2%	-$2.34K	1.42%	23
2022 Q4	$1.25M	Buy	28,365 +3,643	+15%	+$159K	1.49%	19
2022 Q3	$961K	Buy	24,722 +311	+1%	+$13.4K	1.33%	21
2022 Q2	$999K	Sell	24,411 -281	-1%	-$12.7K	1.36%	20
2022 Q1	$1.21M	Buy	24,692 +54	+0.2%	+$2.7K	1.41%	20
2021 Q4	$1.28M	Buy	+24,638	New	+$1.24M	1.42%	22

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pitti Group Wealth Management's RDVY Position: Q2 2026 in Review

Pitti Group Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.06% in Q2 2026, buying an estimated $1.13K and bringing the position to 24,800 shares worth $2.01M. The position accounts for 1.46% of the portfolio, ranked #19.

Pitti Group Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Pitti Group Wealth Management held 24,800 shares of First Trust Rising Dividend Achievers ETF worth $2.01M as of Q2 2026.
Pitti Group Wealth Management bought 15 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.13K.
First Trust Rising Dividend Achievers ETF made up 1.46% of Pitti Group Wealth Management's portfolio in Q2 2026, its #19 holding.
Pitti Group Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.