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 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 $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

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

Maridea Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.4% in Q1 2026, selling an estimated $24.1K and leaving 13,621 shares worth $930K. The position accounts for 0.14% of the portfolio, ranked #169.

Maridea Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $970K in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Maridea Wealth Management held 13,621 shares of First Trust Rising Dividend Achievers ETF worth $930K as of Q1 2026.
Maridea Wealth Management sold 339 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $24.1K.
First Trust Rising Dividend Achievers ETF made up 0.14% of Maridea Wealth Management's portfolio in Q1 2026, its #169 holding.
Maridea Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $970K in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.