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

Maridea 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	$1.12M	Buy	13,790 +169	+1%	+$12.7K	0.12%	185
2026 Q1	$930K	Sell	13,621 -339	-2%	-$24.1K	0.14%	169
2025 Q4	$970K	Sell	13,960 -132	-0.9%	-$8.97K	0.15%	151
2025 Q3	$944K	Sell	14,092 -1,016	-7%	-$65.9K	0.15%	148
2025 Q2	$948K	Buy	15,108 +7,083	+88%	+$417K	0.25%	83
2025 Q1	$470K	Buy	8,025 +2,815	+54%	+$171K	0.15%	134
2024 Q4	$308K	Buy	+5,210	New	+$318K	0.1%	173

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

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

Maridea Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 13,790 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #185.

Maridea Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Maridea Wealth Management held 13,790 shares of First Trust Rising Dividend Achievers ETF worth $1.12M as of Q2 2026.
Maridea Wealth Management bought 169 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $12.7K.
First Trust Rising Dividend Achievers ETF made up 0.12% of Maridea Wealth Management's portfolio in Q2 2026, its #185 holding.
Maridea Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.