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

AlphaMark 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
2024
Q4 		$24K Hold
400
– – 0.01% 336
2024
Q3 		$24K Hold
400
– – 0.01% 416
2024
Q2 		$22K Buy
+400
New +$21.9K 0.01% 441
2023
Q1 		– Sell
-500
Closed -$22K – 653
2022
Q4 		$22K Buy
+500
New +$21.9K 0.01% 282

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AlphaMark Advisors's RDVY Position: Q4 2024 in Review

AlphaMark Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q4 2024 at 400 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #336.

AlphaMark Advisors first reported a position in RDVY in Q4 2022 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • AlphaMark Advisors held 400 shares of First Trust Rising Dividend Achievers ETF worth $24K as of Q4 2024.
  • AlphaMark Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q4 2024.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #336 holding.
  • AlphaMark Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.