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

PMG 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	$1.13M	Sell	16,619 -144	-0.9%	-$10.3K	0.82%	24
2025 Q4	$1.16M	Hold	16,763	–	–	0.85%	23
2025 Q3	$1.12M	Hold	16,763	–	–	0.85%	26
2025 Q2	$1.05M	Sell	16,763 -1,818	-10%	-$107K	0.87%	27
2025 Q1	$1.09M	Hold	18,581	–	–	1.16%	18
2024 Q4	$1.1M	Buy	+18,581	New	+$1.13M	1%	21

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

PMG Wealth Management's RDVY Position: Q1 2026 in Review

PMG Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.86% in Q1 2026, selling an estimated $10.3K and leaving 16,619 shares worth $1.13M. The position accounts for 0.82% of the portfolio, ranked #24.

PMG Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2025. 760 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

PMG Wealth Management held 16,619 shares of First Trust Rising Dividend Achievers ETF worth $1.13M as of Q1 2026.
PMG Wealth Management sold 144 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $10.3K.
First Trust Rising Dividend Achievers ETF made up 0.82% of PMG Wealth Management's portfolio in Q1 2026, its #24 holding.
PMG Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
PMG Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $1.16M in Q4 2025.
760 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.