PKS Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

PKS Advisory Services’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	$6.53M	Buy	80,575 +33,866	+73%	+$2.55M	1.04%	12
2026 Q1	$3.18M	Buy	46,709 +3,229	+7%	+$230K	0.74%	25
2025 Q4	$3.02M	Buy	43,480 +12,466	+40%	+$847K	0.69%	26
2025 Q3	$2.09M	Buy	31,014 +2,681	+9%	+$174K	0.44%	43
2025 Q2	$1.78M	Buy	28,333 +2,505	+10%	+$147K	0.44%	49
2025 Q1	$1.51M	Buy	25,828 +6,801	+36%	+$413K	0.41%	50
2024 Q4	$1.13M	Buy	+19,027	New	+$1.16M	0.28%	58

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

PKS Advisory Services's RDVY Position: Q2 2026 in Review

PKS Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 73% in Q2 2026, buying an estimated $2.55M and bringing the position to 80,575 shares worth $6.53M. The position accounts for 1.04% of the portfolio, ranked #12.

PKS Advisory Services first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

PKS Advisory Services held 80,575 shares of First Trust Rising Dividend Achievers ETF worth $6.53M as of Q2 2026.
PKS Advisory Services bought 33,866 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.55M.
First Trust Rising Dividend Achievers ETF made up 1.04% of PKS Advisory Services's portfolio in Q2 2026, its #12 holding.
PKS Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.