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 Q2	$1.35M	Hold	16,619	–	–	0.83%	23
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 $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 22.9% 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

PMG Wealth Management's RDVY Position: Q2 2026 in Review

PMG Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 16,619 shares worth $1.35M. The position accounts for 0.83% of the portfolio, ranked #23.

PMG Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

PMG Wealth Management held 16,619 shares of First Trust Rising Dividend Achievers ETF worth $1.35M as of Q2 2026.
PMG Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.83% of PMG Wealth Management's portfolio in Q2 2026, its #23 holding.
PMG Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.