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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pitti Group Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.1% in Q1 2026, buying an estimated $53.8K and bringing the position to 24,785 shares worth $1.69M. The position accounts for 1.37% of the portfolio, ranked #18.

Pitti Group Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Pitti Group Wealth Management held 24,785 shares of First Trust Rising Dividend Achievers ETF worth $1.69M as of Q1 2026.
  • Pitti Group Wealth Management bought 756 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $53.8K.
  • First Trust Rising Dividend Achievers ETF made up 1.37% of Pitti Group Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Pitti Group Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.