DWM
RDVY icon

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

Dynasty 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
2024
Q2 		– Sell
-73,856
Closed -$4.15M – 270
2024
Q1 		$4.15M Buy
+73,856
New +$3.87M 0.13% 50

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

Dynasty Wealth Management's RDVY Position: Q2 2024 in Review

Dynasty Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2024, closing a stake of 73,856 shares — an estimated $4.15M sold.

Dynasty Wealth Management first reported a position in RDVY in Q1 2024 and held it in 1 quarter. The position peaked at $4.15M in Q1 2024. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

  • Dynasty Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 73,856 First Trust Rising Dividend Achievers ETF shares in Q2 2024, an estimated $4.15M.
  • Dynasty Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $4.15M in Q1 2024.
  • 539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.