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Avestar Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Avestar Capital’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 		– Sell
-4,100
Closed -$243K – 541
2024
Q3 		$243K Buy
+4,100
New +$233K 0.03% 407
2021
Q3 		– Sell
-24,768
Closed -$1.19M – 501
2021
Q2 		$1.19M Buy
+24,768
New +$1.19M 0.16% 156

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $71.6B AUM 21.08% 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

Avestar Capital's RDVY Position: Q4 2024 in Review

Avestar Capital sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 4,100 shares — an estimated $243K sold.

Avestar Capital first reported a position in RDVY in Q2 2021 and held it in 2 quarters. The position peaked at $1.19M in Q2 2021. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • Avestar Capital reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Avestar Capital sold 4,100 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $243K.
  • Avestar Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 2 quarters.
  • Avestar Capital's First Trust Rising Dividend Achievers ETF position peaked at $1.19M in Q2 2021.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Avestar Capital's 13F filing for Q4 2024, filed 29 Jan 2025.