MASECO Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MASECO Private Wealth’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	$718K	Hold	8,858	–	–	0.02%	74
2026 Q1	$605K	Hold	8,858	–	–	0.02%	75
2025 Q4	$615K	Hold	8,858	–	–	0.03%	64
2025 Q3	$596K	Hold	8,858	–	–	0.03%	37
2025 Q2	$556K	Buy	+8,858	New	+$521K	0.02%	77

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 22.9% 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

MASECO Private Wealth's RDVY Position: Q2 2026 in Review

MASECO Private Wealth held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 8,858 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #74.

MASECO Private Wealth first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

MASECO Private Wealth held 8,858 shares of First Trust Rising Dividend Achievers ETF worth $718K as of Q2 2026.
MASECO Private Wealth left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.02% of MASECO Private Wealth's portfolio in Q2 2026, its #74 holding.
MASECO Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.