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
Q2 		$18.4M Sell
226,751
-812,532
-78% -$61.1M 0.02% 489
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner's RDVY Position: Q2 2026 in Review

Mariner reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 78% in Q2 2026, selling an estimated $61.1M and leaving 226,751 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #489.

Mariner first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $73M in Q4 2025. 816 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Mariner held 226,751 shares of First Trust Rising Dividend Achievers ETF worth $18.4M as of Q2 2026.
  • Mariner sold 812,532 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $61.1M.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #489 holding.
  • Mariner first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • Mariner's First Trust Rising Dividend Achievers ETF position peaked at $73M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.