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

Cardan Capital Partners’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 		$377K Hold
7,943
– – 0.04% 178
2021
Q2 		$382K Buy
+7,943
New +$380K 0.04% 180

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cardan Capital Partners's RDVY Position: Q3 2021 in Review

Cardan Capital Partners held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2021 at 7,943 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #178.

Cardan Capital Partners first reported a position in RDVY in Q2 2021 and has held it in 2 quarters since. The position peaked at $382K in Q2 2021. 283 funds tracked by Wall St. Rank hold RDVY as of Q3 2021.

  • Cardan Capital Partners held 7,943 shares of First Trust Rising Dividend Achievers ETF worth $377K as of Q3 2021.
  • Cardan Capital Partners left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2021.
  • First Trust Rising Dividend Achievers ETF made up 0.04% of Cardan Capital Partners's portfolio in Q3 2021, its #178 holding.
  • Cardan Capital Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 2 quarters since.
  • Cardan Capital Partners's First Trust Rising Dividend Achievers ETF position peaked at $382K in Q2 2021.
  • 283 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.