Daymark Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Daymark Wealth Partners’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	$16.9M	Buy	248,181 +12,246	+5%	+$872K	0.53%	42
2025 Q4	$16.4M	Buy	235,935 +27,607	+13%	+$1.88M	0.52%	43
2025 Q3	$14M	Buy	208,328 +18,553	+10%	+$1.2M	0.48%	47
2025 Q2	$11.9M	Buy	189,775 +94,240	+99%	+$5.54M	0.45%	48
2025 Q1	$5.59M	Buy	95,535 +770	+0.8%	+$46.8K	0.24%	90
2024 Q4	$5.6M	Buy	94,765 +2,688	+3%	+$164K	0.24%	88
2024 Q3	$5.45M	Buy	92,077 +7,572	+9%	+$431K	0.23%	93
2024 Q2	$4.63M	Buy	84,505 +4,693	+6%	+$257K	0.21%	97
2024 Q1	$4.48M	Buy	79,812 +6,837	+9%	+$359K	0.24%	90
2023 Q4	$3.77M	Buy	72,975 +4,012	+6%	+$190K	0.23%	91
2023 Q3	$3.17M	Buy	68,963 +9,097	+15%	+$435K	0.22%	94
2023 Q2	$2.82M	Buy	59,866 +22,096	+59%	+$999K	0.21%	95
2023 Q1	$1.69M	Buy	37,770 +3,307	+10%	+$152K	0.22%	91
2022 Q4	$1.51M	Buy	+34,463	New	+$1.51M	0.27%	74

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

Daymark Wealth Partners's RDVY Position: Q1 2026 in Review

Daymark Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.2% in Q1 2026, buying an estimated $872K and bringing the position to 248,181 shares worth $16.9M. The position accounts for 0.53% of the portfolio, ranked #42.

Daymark Wealth Partners first reported a position in RDVY in Q4 2022 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Daymark Wealth Partners held 248,181 shares of First Trust Rising Dividend Achievers ETF worth $16.9M as of Q1 2026.
Daymark Wealth Partners bought 12,246 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $872K.
First Trust Rising Dividend Achievers ETF made up 0.53% of Daymark Wealth Partners's portfolio in Q1 2026, its #42 holding.
Daymark Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.