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Castle Financial & Retirement Planning Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$1.91M Buy
+37,148
New +$1.87M 6.47% 4

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 $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's RDVY Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2021: 37,148 shares worth $1.91M. The stake represents 6.47% of the portfolio and ranks #4 among its holdings.

380 funds tracked by Wall St. Rank hold RDVY as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 37,148 shares of First Trust Rising Dividend Achievers ETF worth $1.91M as of Q4 2021.
  • First Trust Rising Dividend Achievers ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • First Trust Rising Dividend Achievers ETF made up 6.47% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #4 holding.
  • 380 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.