CPO
RDVY icon

Cerity Partners OCIO’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cerity Partners OCIO’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 		– Sell
-8,169
Closed -$392K – 421
2021
Q2 		$392K Buy
+8,169
New +$391K 0.01% 326

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cerity Partners OCIO's RDVY Position: Q3 2021 in Review

Cerity Partners OCIO sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2021, closing a stake of 8,169 shares — an estimated $392K sold.

Cerity Partners OCIO first reported a position in RDVY in Q2 2021 and held it in 1 quarter. The position peaked at $392K in Q2 2021. 282 funds tracked by Wall St. Rank hold RDVY as of Q3 2021.

  • Cerity Partners OCIO reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Cerity Partners OCIO sold 8,169 First Trust Rising Dividend Achievers ETF shares in Q3 2021, an estimated $392K.
  • Cerity Partners OCIO first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 1 quarter.
  • Cerity Partners OCIO's First Trust Rising Dividend Achievers ETF position peaked at $392K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2021.

Based on Cerity Partners OCIO's 13F filing for Q3 2021, filed 10 Nov 2021.