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 Q2	$19.6M	Sell	241,606 -6,575	-3%	-$495K	0.48%	48
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 $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

Daymark Wealth Partners's RDVY Position: Q2 2026 in Review

Daymark Wealth Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.6% in Q2 2026, selling an estimated $495K and leaving 241,606 shares worth $19.6M. The position accounts for 0.48% of the portfolio, ranked #48.

Daymark Wealth Partners first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Daymark Wealth Partners held 241,606 shares of First Trust Rising Dividend Achievers ETF worth $19.6M as of Q2 2026.
Daymark Wealth Partners sold 6,575 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $495K.
First Trust Rising Dividend Achievers ETF made up 0.48% of Daymark Wealth Partners's portfolio in Q2 2026, its #48 holding.
Daymark Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.