Mariner
RDVY icon

Mariner’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mariner’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 		$71M Sell
1,039,283
-10,964
-1% -$780K 0.08% 195
2025
Q4 		$73M Buy
1,050,247
+8,622
+0.8% +$586K 0.09% 191
2025
Q3 		$70.1M Sell
1,041,625
-60,342
-5% -$3.91M 0.09% 181
2025
Q2 		$69.1M Buy
1,101,967
+612,253
+125% +$36M 0.1% 181
2025
Q1 		$28.7M Buy
489,714
+38,762
+9% +$2.36M 0.05% 300
2024
Q4 		$26.7M Buy
450,952
+66,722
+17% +$4.07M 0.04% 311
2024
Q3 		$22.8M Buy
384,230
+37,303
+11% +$2.12M 0.04% 338
2024
Q2 		$19M Buy
346,927
+17,515
+5% +$958K 0.04% 342
2024
Q1 		$18.5M Sell
329,412
-15,265
-4% -$801K 0.04% 342
2023
Q4 		$17.8M Sell
344,677
-309,920
-47% -$14.6M 0.04% 326
2023
Q3 		$30.1M Buy
654,597
+38,628
+6% +$1.85M 0.08% 222
2023
Q2 		$29M Buy
615,969
+54,138
+10% +$2.45M 0.08% 228
2023
Q1 		$25.2M Buy
561,831
+29,245
+5% +$1.34M 0.07% 251
2022
Q4 		$23.4M Buy
532,586
+498,456
+1,460% +$21.8M 0.08% 248
2022
Q3 		$1.33M Buy
34,130
+13,854
+68% +$596K 0.01% 939
2022
Q2 		$830K Buy
20,276
+2,601
+15% +$118K ﹤0.01% 972
2022
Q1 		$866K Sell
17,675
-1,153
-6% -$57.6K ﹤0.01% 981
2021
Q4 		$975K Buy
+18,828
New +$950K ﹤0.01% 832

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner's RDVY Position: Q1 2026 in Review

Mariner reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1% in Q1 2026, selling an estimated $780K and leaving 1,039,283 shares worth $71M. The position accounts for 0.08% of the portfolio, ranked #195.

Mariner first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $73M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Mariner held 1,039,283 shares of First Trust Rising Dividend Achievers ETF worth $71M as of Q1 2026.
  • Mariner sold 10,964 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $780K.
  • First Trust Rising Dividend Achievers ETF made up 0.08% of Mariner's portfolio in Q1 2026, its #195 holding.
  • Mariner first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • Mariner's First Trust Rising Dividend Achievers ETF position peaked at $73M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.