Cranbrook Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cranbrook Wealth Management’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	-1,725	Closed	-$79.3K	–	314
2023 Q3	$79.3K	Hold	1,725	–	–	0.02%	132
2023 Q2	$81.2K	Hold	1,725	–	–	0.02%	131
2023 Q1	$77.4K	Hold	1,725	–	–	0.02%	135
2022 Q4	$75.8K	Hold	1,725	–	–	0.02%	129
2022 Q3	$67K	Hold	1,725	–	–	0.02%	144
2022 Q2	$71K	Hold	1,725	–	–	0.02%	145
2022 Q1	$85K	Hold	1,725	–	–	0.02%	145
2021 Q4	$89K	Hold	1,725	–	–	0.02%	141
2021 Q3	$82K	Hold	1,725	–	–	0.02%	148
2021 Q2	$83K	Hold	1,725	–	–	0.02%	145
2021 Q1	$78K	Hold	1,725	–	–	0.02%	150
2020 Q4	$69K	Hold	1,725	–	–	0.02%	143
2020 Q3	$56K	Hold	1,725	–	–	0.02%	138
2020 Q2	$53K	Buy	+1,725	New	+$50.2K	0.02%	139

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

Cranbrook Wealth Management's RDVY Position: Q4 2023 in Review

Cranbrook Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2023, closing a stake of 1,725 shares — an estimated $79.3K sold.

Cranbrook Wealth Management first reported a position in RDVY in Q2 2020 and held it in 14 quarters. The position peaked at $89K in Q4 2021. 504 funds tracked by Wall St. Rank hold RDVY as of Q4 2023.

Cranbrook Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Cranbrook Wealth Management sold 1,725 First Trust Rising Dividend Achievers ETF shares in Q4 2023, an estimated $79.3K.
Cranbrook Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and held it in 14 quarters.
Cranbrook Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $89K in Q4 2021.
504 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2023.

Based on Cranbrook Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.