Marshall & Sterling Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Marshall & Sterling Wealth Advisors’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	$38.6K	Buy	477 +1	+0.2%	+$75	0.02%	170
2026 Q1	$32.5K	Sell	476 -178	-27%	-$12.7K	0.02%	174
2025 Q4	$45.5K	Hold	654	–	–	0.03%	148
2025 Q3	$43.9K	Buy	654 +2	+0.3%	+$130	0.03%	186
2025 Q2	$40.9K	Buy	652 +3	+0.5%	+$176	0.03%	187
2025 Q1	$38K	Buy	649 +2	+0.3%	+$122	0.03%	190
2024 Q4	$38.2K	Buy	+647	New	+$39.5K	0.03%	148

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

Marshall & Sterling Wealth Advisors's RDVY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.21% in Q2 2026, buying an estimated $75 and bringing the position to 477 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #170.

Marshall & Sterling Wealth Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.5K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Marshall & Sterling Wealth Advisors held 477 shares of First Trust Rising Dividend Achievers ETF worth $38.6K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
First Trust Rising Dividend Achievers ETF made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Marshall & Sterling Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $45.5K in Q4 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.