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Baystate Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Baystate Wealth Management’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
Q1 		– Sell
-30
Closed -$1K – 810
2020
Q4 		$1K Buy
+30
New +$1.09K ﹤0.01% 644

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baystate Wealth Management's RDVY Position: Q1 2021 in Review

Baystate Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in RDVY in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 198 funds tracked by Wall St. Rank hold RDVY as of Q1 2021.

  • Baystate Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 30 First Trust Rising Dividend Achievers ETF shares in Q1 2021, an estimated $1K.
  • Baystate Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and held it in 1 quarter.
  • Baystate Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $1K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.