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

DHK Financial 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
Q2 		– Sell
-6,500
Closed -$365K – 91
2024
Q1 		$365K Hold
6,500
– – 0.26% 65
2023
Q4 		$336K Buy
+6,500
New +$307K 0.25% 63

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DHK Financial Advisors's RDVY Position: Q2 2024 in Review

DHK Financial Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2024, closing a stake of 6,500 shares — an estimated $365K sold.

DHK Financial Advisors first reported a position in RDVY in Q4 2023 and held it in 2 quarters. The position peaked at $365K in Q1 2024. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

  • DHK Financial Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 6,500 First Trust Rising Dividend Achievers ETF shares in Q2 2024, an estimated $365K.
  • DHK Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and held it in 2 quarters.
  • DHK Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $365K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.