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Cary Street Partners Investment Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cary Street Partners Investment Advisory’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
-44,960
Closed -$2.66M – 698
2024
Q3 		$2.66M Buy
44,960
+2,431
+6% +$138K 0.1% 230
2024
Q2 		$2.33M Buy
42,529
+3,876
+10% +$212K 0.09% 228
2024
Q1 		$2.17M Buy
38,653
+1,844
+5% +$96.7K 0.09% 234
2023
Q4 		$1.9M Sell
36,809
-21,647
-37% -$1.02M 0.09% 236
2023
Q3 		$2.69M Buy
58,456
+961
+2% +$45.9K 0.14% 179
2023
Q2 		$2.71M Buy
57,495
+8,413
+17% +$381K 0.17% 149
2023
Q1 		$2.2M Sell
49,082
-6,044
-11% -$278K 0.16% 153
2022
Q4 		$2.42M Sell
55,126
-1,811
-3% -$79.2K 0.18% 143
2022
Q3 		$2.21M Sell
56,937
-10,167
-15% -$437K 0.18% 136
2022
Q2 		$2.75M Buy
67,104
+1,620
+2% +$73.4K 0.23% 109
2022
Q1 		$3.21M Buy
65,484
+375
+0.6% +$18.7K 0.88% 29
2021
Q4 		$3.37M Sell
65,109
-1,007
-2% -$50.8K 0.93% 25
2021
Q3 		$3.14M Buy
+66,116
New +$3.2M 1.03% 23

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 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

Cary Street Partners Investment Advisory's RDVY Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 44,960 shares — an estimated $2.66M sold.

Cary Street Partners Investment Advisory first reported a position in RDVY in Q3 2021 and held it in 13 quarters. The position peaked at $3.37M in Q4 2021. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 44,960 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $2.66M.
  • Cary Street Partners Investment Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and held it in 13 quarters.
  • Cary Street Partners Investment Advisory's First Trust Rising Dividend Achievers ETF position peaked at $3.37M in Q4 2021.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.