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Bartlett & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bartlett & Co’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
2023
Q2 		– Sell
-110
Closed -$5K – 1156
2023
Q1 		$5K Hold
110
– – ﹤0.01% 898
2022
Q4 		$5K Hold
110
– – ﹤0.01% 924
2022
Q3 		$4K Hold
110
– – ﹤0.01% 962
2022
Q2 		$5K Hold
110
– – ﹤0.01% 1020
2022
Q1 		$5K Buy
+110
New +$5.49K ﹤0.01% 918

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
Wells Fargo
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

Bartlett & Co's RDVY Position: Q2 2023 in Review

Bartlett & Co sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2023, closing a stake of 110 shares — an estimated $5K sold.

Bartlett & Co first reported a position in RDVY in Q1 2022 and held it in 5 quarters. The position peaked at $5K in Q1 2023. 432 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

  • Bartlett & Co reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
  • Bartlett & Co sold 110 First Trust Rising Dividend Achievers ETF shares in Q2 2023, an estimated $5K.
  • Bartlett & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 5 quarters.
  • Bartlett & Co's First Trust Rising Dividend Achievers ETF position peaked at $5K in Q1 2023.
  • 432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on Bartlett & Co's 13F filing for Q2 2023, filed 14 Jul 2023.