Columbia Advisory Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Columbia Advisory 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
2023 Q4	–	Sell	-5,349	Closed	-$246K	–	70
2023 Q3	$246K	Sell	5,349 -2,185	-29%	-$104K	0.27%	52
2023 Q2	$355K	Sell	7,534 -225	-3%	-$10.2K	0.38%	41
2023 Q1	$348K	Sell	7,759 -5,396	-41%	-$248K	0.33%	42
2022 Q4	$578K	Sell	13,155 -1,116	-8%	-$48.8K	0.55%	24
2022 Q3	$555K	Buy	14,271 +993	+7%	+$42.7K	0.68%	17
2022 Q2	$543K	Buy	13,278 +4,717	+55%	+$214K	0.62%	18
2022 Q1	$419K	Buy	+8,561	New	+$427K	0.42%	24

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbia Advisory Partners's RDVY Position: Q4 2023 in Review

Columbia Advisory Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2023, closing a stake of 5,349 shares — an estimated $246K sold.

Columbia Advisory Partners first reported a position in RDVY in Q1 2022 and held it in 7 quarters. The position peaked at $578K in Q4 2022. 504 funds tracked by Wall St. Rank hold RDVY as of Q4 2023.

Columbia Advisory Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Columbia Advisory Partners sold 5,349 First Trust Rising Dividend Achievers ETF shares in Q4 2023, an estimated $246K.
Columbia Advisory Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 7 quarters.
Columbia Advisory Partners's First Trust Rising Dividend Achievers ETF position peaked at $578K in Q4 2022.
504 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2023.

Based on Columbia Advisory Partners's 13F filing for Q4 2023, filed 10 Jan 2024.