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Vestmark Advisory Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Vestmark Advisory Solutions’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 		$50.7M Buy
742,642
+699,260
+1,612% +$49.8M 0.56% 27
2025
Q4 		$3.01M Buy
+43,382
New +$2.95M 0.04% 449
2023
Q3 		– Sell
-12,419
Closed -$585K – 773
2023
Q2 		$585K Buy
12,419
+2,146
+21% +$97.1K 0.02% 563
2023
Q1 		$461K Buy
10,273
+3,346
+48% +$154K 0.02% 592
2022
Q4 		$304K Sell
6,927
-3,402
-33% -$149K 0.01% 678
2022
Q3 		$402K Sell
10,329
-5,856
-36% -$252K 0.02% 577
2022
Q2 		$662K Sell
16,185
-571
-3% -$25.9K 0.04% 480
2022
Q1 		$821K Buy
16,756
+5,509
+49% +$275K 0.05% 409
2021
Q4 		$582K Buy
11,247
+1,507
+15% +$76K 0.03% 498
2021
Q3 		$462K Buy
+9,740
New +$472K 0.03% 515

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $564B 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 $528B AUM 27.57% 1-Year Est. Return