MML Investors Services
RDVY icon

MML Investors Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MML Investors Services’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 		$92.7M Sell
1,357,751
-139,127
-9% -$9.9M 0.26% 86
2025
Q4 		$104M Buy
1,496,878
+93,664
+7% +$6.37M 0.25% 81
2025
Q3 		$94.4M Buy
1,403,214
+44,314
+3% +$2.87M 0.25% 83
2025
Q2 		$85.3M Buy
1,358,900
+89,433
+7% +$5.26M 0.25% 82
2025
Q1 		$74.3M Buy
1,269,467
+252,254
+25% +$15.3M 0.25% 82
2024
Q4 		$60.2M Buy
1,017,213
+27,761
+3% +$1.69M 0.21% 96
2024
Q3 		$58.6M Sell
989,452
-65,375
-6% -$3.72M 0.21% 99
2024
Q2 		$57.8M Buy
1,054,827
+134,925
+15% +$7.38M 0.23% 86
2024
Q1 		$51.7M Buy
919,902
+61,897
+7% +$3.25M 0.21% 102
2023
Q4 		$44.3M Sell
858,005
-56,444
-6% -$2.67M 0.2% 109
2023
Q3 		$42M Buy
914,449
+17,485
+2% +$836K 0.23% 86
2023
Q2 		$42.2M Buy
896,964
+15,503
+2% +$701K 0.23% 84
2023
Q1 		$39.6M Sell
881,461
-79,388
-8% -$3.65M 0.28% 76
2022
Q4 		$42.2M Buy
960,849
+25,140
+3% +$1.1M 0.28% 75
2022
Q3 		$36.4M Buy
935,709
+60,278
+7% +$2.59M 0.28% 71
2022
Q2 		$35.8M Sell
875,431
-20,856
-2% -$946K 0.27% 74
2022
Q1 		$43.9M Buy
896,287
+132,526
+17% +$6.62M 0.31% 62
2021
Q4 		$39.6M Buy
763,761
+242,220
+46% +$12.2M 0.28% 68
2021
Q3 		$24.8M Buy
521,541
+65,892
+14% +$3.19M 0.2% 112
2021
Q2 		$21.9M Buy
455,649
+353,257
+345% +$16.9M 0.18% 125
2021
Q1 		$4.66M Buy
102,392
+21,498
+27% +$917K 0.04% 388
2020
Q4 		$3.23M Buy
80,894
+11,954
+17% +$435K 0.03% 425
2020
Q3 		$2.26M Sell
68,940
-146,238
-68% -$4.75M 0.03% 478
2020
Q2 		$6.64M Buy
215,178
+163,356
+315% +$4.75M 0.09% 227
2020
Q1 		$1.33M Sell
51,822
-25,971
-33% -$843K 0.02% 537
2019
Q4 		$2.79M Buy
77,793
+9,714
+14% +$329K 0.04% 389
2019
Q3 		$2.17M Sell
68,079
-6,242
-8% -$195K 0.03% 424
2019
Q2 		$2.31M Buy
74,321
+13,442
+22% +$410K 0.03% 444
2019
Q1 		$1.82M Sell
60,879
-3,598
-6% -$105K 0.03% 500
2018
Q4 		$1.71M Buy
64,477
+5,063
+9% +$147K 0.03% 463
2018
Q3 		$1.88M Buy
59,414
+8,890
+18% +$276K 0.03% 463
2018
Q2 		$1.51M Buy
50,524
+4,709
+10% +$142K 0.03% 437
2018
Q1 		$1.36M Buy
45,815
+14,166
+45% +$433K 0.03% 449
2017
Q4 		$946K Sell
31,649
-18
-0.1% -$519 0.02% 562
2017
Q3 		$882K Buy
31,667
+2,365
+8% +$64.6K 0.02% 558
2017
Q2 		$792K Buy
+29,302
New +$785K 0.02% 593

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

MML Investors Services's RDVY Position: Q1 2026 in Review

MML Investors Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.3% in Q1 2026, selling an estimated $9.9M and leaving 1,357,751 shares worth $92.7M. The position accounts for 0.26% of the portfolio, ranked #86.

MML Investors Services first reported a position in RDVY in Q2 2017 and has held it in 36 quarters since. The position peaked at $104M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • MML Investors Services held 1,357,751 shares of First Trust Rising Dividend Achievers ETF worth $92.7M as of Q1 2026.
  • MML Investors Services sold 139,127 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $9.9M.
  • First Trust Rising Dividend Achievers ETF made up 0.26% of MML Investors Services's portfolio in Q1 2026, its #86 holding.
  • MML Investors Services first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's First Trust Rising Dividend Achievers ETF position peaked at $104M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.