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Marshall Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Marshall Investment 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 		$4.99M Buy
73,100
+6,131
+9% +$436K 2.39% 9
2025
Q4 		$4.65M Sell
66,969
-2,656
-4% -$181K 2.34% 14
2025
Q3 		$4.68M Buy
69,625
+64,369
+1,225% +$4.18M 2.48% 11
2025
Q2 		$330K Sell
5,256
-129,940
-96% -$7.64M 1.57% 19
2025
Q1 		$7.91M Buy
135,196
+21,175
+19% +$1.29M 4.92% 3
2024
Q4 		$6.75M Buy
+114,021
New +$6.96M 3.98% 4

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

Marshall Investment Management's RDVY Position: Q1 2026 in Review

Marshall Investment Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.2% in Q1 2026, buying an estimated $436K and bringing the position to 73,100 shares worth $4.99M. The position accounts for 2.39% of the portfolio, ranked #9.

Marshall Investment Management first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.91M in Q1 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Marshall Investment Management held 73,100 shares of First Trust Rising Dividend Achievers ETF worth $4.99M as of Q1 2026.
  • Marshall Investment Management bought 6,131 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $436K.
  • First Trust Rising Dividend Achievers ETF made up 2.39% of Marshall Investment Management's portfolio in Q1 2026, its #9 holding.
  • Marshall Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $7.91M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.