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

Cetera 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
2024
Q1 		$51.2M Buy
910,777
+480,766
+112% +$25.2M 0.4% 42
2023
Q4 		$22.2M Sell
430,011
-25,852
-6% -$1.22M 0.31% 71
2023
Q3 		$20.9M Sell
455,863
-16,257
-3% -$777K 0.33% 65
2023
Q2 		$22.2M Sell
472,120
-249,714
-35% -$11.3M 0.35% 58
2023
Q1 		$32.4M Sell
721,834
-20,336
-3% -$934K 0.54% 38
2022
Q4 		$32.6M Sell
742,170
-148,770
-17% -$6.5M 0.59% 32
2022
Q3 		$34.6M Sell
890,940
-5,808
-0.6% -$250K 0.92% 15
2022
Q2 		$36.7M Buy
896,748
+9,109
+1% +$413K 0.84% 16
2022
Q1 		$43.5M Buy
887,639
+241,888
+37% +$12.1M 0.87% 15
2021
Q4 		$33.4M Buy
645,751
+106,564
+20% +$5.38M 0.68% 22
2021
Q3 		$25.6M Buy
539,187
+124,361
+30% +$6.03M 0.5% 31
2021
Q2 		$19.9M Buy
414,826
+80,534
+24% +$3.86M 0.47% 34
2021
Q1 		$15.2M Buy
334,292
+39,321
+13% +$1.68M 0.42% 42
2020
Q4 		$11.8M Buy
294,971
+31,559
+12% +$1.15M 0.38% 57
2020
Q3 		$8.62M Buy
263,412
+7,426
+3% +$241K 0.32% 61
2020
Q2 		$7.89M Buy
255,986
+27,985
+12% +$814K 0.34% 56
2020
Q1 		$5.84M Buy
228,001
+13,292
+6% +$431K 0.31% 65
2019
Q4 		$7.71M Buy
214,709
+124,905
+139% +$4.23M 0.33% 62
2019
Q3 		$2.86M Buy
89,804
+26,290
+41% +$822K 0.13% 161
2019
Q2 		$1.97M Buy
63,514
+17,999
+40% +$549K 0.09% 219
2019
Q1 		$1.36M Buy
45,515
+27,065
+147% +$792K 0.07% 279
2018
Q4 		$488K Buy
18,450
+7,833
+74% +$227K 0.03% 483
2018
Q3 		$334K Buy
+10,617
New +$329K 0.02% 695

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors's RDVY Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 112% in Q1 2024, buying an estimated $25.2M and bringing the position to 910,777 shares worth $51.2M. The position accounts for 0.4% of the portfolio, ranked #42.

Cetera Advisors first reported a position in RDVY in Q3 2018 and has held it in 23 quarters since. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

  • Cetera Advisors held 910,777 shares of First Trust Rising Dividend Achievers ETF worth $51.2M as of Q1 2024.
  • Cetera Advisors bought 480,766 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $25.2M.
  • First Trust Rising Dividend Achievers ETF made up 0.4% of Cetera Advisors's portfolio in Q1 2024, its #42 holding.
  • Cetera Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2018 and has held it in 23 quarters since.
  • 532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.