Ameritas Investment Company’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ameritas Investment Company’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
2021 Q3	$5.92M	Buy	124,747 +76,681	+160%	+$3.72M	0.27%	74
2021 Q2	$5.37M	Sell	48,066 -3,525	-7%	-$169K	0.26%	65
2021 Q1	$2.35M	Buy	51,591 +44,114	+590%	+$1.88M	0.2%	107
2020 Q4	$299K	Buy	+7,477	New	+$272K	0.06%	307
2020 Q2	–	Sell	-4,580	Closed	-$117K	–	1304
2020 Q1	$117K	Sell	4,580 -2,450	-35%	-$79.5K	0.02%	464
2019 Q4	$252K	Sell	7,030 -278	-4%	-$9.42K	0.05%	289
2019 Q3	$233K	Buy	+7,308	New	+$228K	0.05%	295
2019 Q1	–	Sell	-11,341	Closed	-$301K	–	1607
2018 Q4	$301K	Buy	+11,341	New	+$329K	0.06%	227

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameritas Investment Company's RDVY Position: Q3 2021 in Review

Ameritas Investment Company increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 160% in Q3 2021, buying an estimated $3.72M and bringing the position to 124,747 shares worth $5.92M. The position accounts for 0.27% of the portfolio, ranked #74.

Ameritas Investment Company first reported a position in RDVY in Q4 2018 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold RDVY as of Q3 2021.

Ameritas Investment Company held 124,747 shares of First Trust Rising Dividend Achievers ETF worth $5.92M as of Q3 2021.
Ameritas Investment Company bought 76,681 First Trust Rising Dividend Achievers ETF shares in Q3 2021, an estimated $3.72M.
First Trust Rising Dividend Achievers ETF made up 0.27% of Ameritas Investment Company's portfolio in Q3 2021, its #74 holding.
Ameritas Investment Company first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 8 quarters since.
283 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.