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

Burt Wealth 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
2021
Q1 		– Sell
-1,000
Closed -$40K – 292
2020
Q4 		$40K Hold
1,000
– – 0.01% 196
2020
Q3 		$33K Buy
+1,000
New +$32.5K 0.01% 204

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

Burt Wealth Advisors's RDVY Position: Q1 2021 in Review

Burt Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2021, closing a stake of 1,000 shares — an estimated $40K sold.

Burt Wealth Advisors first reported a position in RDVY in Q3 2020 and held it in 2 quarters. The position peaked at $40K in Q4 2020. 198 funds tracked by Wall St. Rank hold RDVY as of Q1 2021.

  • Burt Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,000 First Trust Rising Dividend Achievers ETF shares in Q1 2021, an estimated $40K.
  • Burt Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $40K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.