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Mayflower Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mayflower Financial 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 		$5M Buy
61,729
+8,319
+16% +$626K 0.43% 59
2026
Q1 		$3.65M Sell
53,410
-160
-0.3% -$11.4K 0.44% 62
2025
Q4 		$3.72M Buy
53,570
+497
+0.9% +$33.8K 0.45% 61
2025
Q3 		$3.57M Buy
53,073
+36,424
+219% +$2.36M 0.45% 59
2025
Q2 		$1.04M Sell
16,649
-999
-6% -$58.8K 0.15% 144
2025
Q1 		$1.03M Buy
17,648
+3
+0% +$182 0.16% 138
2024
Q4 		$1.04M Buy
17,645
+3
+0% +$183 0.16% 130
2024
Q3 		$1.04M Sell
17,642
-321
-2% -$18.3K 0.16% 135
2024
Q2 		$983K Hold
17,963
– – 0.16% 131
2024
Q1 		$1.01M Sell
17,963
-1,998
-10% -$105K 0.17% 129
2023
Q4 		$1.03M Buy
19,961
+4
+0% +$189 0.14% 133
2023
Q3 		$917K Buy
19,957
+7
+0% +$335 0.14% 131
2023
Q2 		$940K Sell
19,950
-1,000
-5% -$45.2K 0.12% 138
2023
Q1 		$940K Hold
20,950
– – 0.12% 135
2022
Q4 		$920K Hold
20,950
– – 0.13% 132
2022
Q3 		$815K Buy
20,950
+4,000
+24% +$172K 0.13% 122
2022
Q2 		$694K Buy
16,950
+2,850
+20% +$129K 0.11% 148
2022
Q1 		$691K Sell
14,100
-500
-3% -$25K 0.09% 158
2021
Q4 		$756K Buy
14,600
+4,250
+41% +$214K 0.1% 143
2021
Q3 		$521K Buy
10,350
+4,750
+85% +$230K 0.07% 188
2021
Q2 		$269K Buy
+5,600
New +$268K 0.04% 263

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Mayflower Financial Advisors's RDVY Position: Q2 2026 in Review

Mayflower Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q2 2026, buying an estimated $626K and bringing the position to 61,729 shares worth $5M. The position accounts for 0.43% of the portfolio, ranked #59.

Mayflower Financial Advisors first reported a position in RDVY in Q2 2021 and has held it in 21 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Mayflower Financial Advisors held 61,729 shares of First Trust Rising Dividend Achievers ETF worth $5M as of Q2 2026.
  • Mayflower Financial Advisors bought 8,319 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $626K.
  • First Trust Rising Dividend Achievers ETF made up 0.43% of Mayflower Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Mayflower Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.