CASC
RDVY icon

Coppell Advisory Solutions Corp’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Coppell Advisory Solutions Corp’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 		$3.57M Buy
+63,543
New +$3.33M 0.67% 36
2023
Q1 		$2.04M Buy
45,924
+12,149
+36% +$558K 0.67% 36
2022
Q4 		$1.48M Buy
+33,775
New +$1.48M 0.5% 49

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

Coppell Advisory Solutions Corp's RDVY Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2024: 63,543 shares worth $3.57M. The stake represents 0.67% of the portfolio and ranks #36 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in RDVY as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in RDVY in Q4 2022 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

  • Coppell Advisory Solutions Corp held 63,543 shares of First Trust Rising Dividend Achievers ETF worth $3.57M as of Q1 2024.
  • First Trust Rising Dividend Achievers ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Rising Dividend Achievers ETF made up 0.67% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #36 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.