Marino Stram & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Marino Stram & Associates’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	$299K	Buy	+3,691	New	+$278K	0.05%	162

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

Marino Stram & Associates's RDVY Position: Q2 2026 in Review

Marino Stram & Associates opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 3,691 shares worth $299K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings.

810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Marino Stram & Associates held 3,691 shares of First Trust Rising Dividend Achievers ETF worth $299K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Marino Stram & Associates position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #162 holding.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.