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

Echo 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 Q1	–	Sell	-3,928	Closed	-$203K	–	45
2023 Q4	$203K	Buy	+3,928	New	+$186K	0.19%	40
2023 Q3	–	Sell	-9,683	Closed	-$468K	–	42
2023 Q2	$468K	Sell	9,683 -30	-0.3%	-$1.36K	0.51%	29
2023 Q1	$436K	Sell	9,713 -1,327	-12%	-$61K	0.48%	30
2022 Q4	$515K	Sell	11,040 -85,479	-89%	-$3.74M	0.55%	28
2022 Q3	$4.13M	Sell	96,519 -139,815	-59%	-$6.01M	5.43%	6
2022 Q2	$9.88M	Buy	236,334 +10,178	+5%	+$461K	13.22%	1
2022 Q1	$10.8M	Buy	226,156 +26,747	+13%	+$1.34M	12.73%	1
2021 Q4	$10.4M	Buy	199,409 +52,597	+36%	+$2.65M	11.83%	1
2021 Q3	$7.16M	Buy	146,812 +40,878	+39%	+$1.98M	8.48%	2
2021 Q2	$5.1M	Buy	105,934 +7,347	+7%	+$352K	6.51%	5
2021 Q1	$4.49M	Buy	+98,587	New	+$4.2M	5.65%	5

Other funds holding RDVY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Echo Wealth Management's RDVY Position: Q1 2024 in Review

Echo Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2024, closing a stake of 3,928 shares — an estimated $203K sold.

Echo Wealth Management first reported a position in RDVY in Q1 2021 and held it in 11 quarters. The position peaked at $10.8M in Q1 2022. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

Echo Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
Echo Wealth Management sold 3,928 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $203K.
Echo Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 11 quarters.
Echo Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $10.8M in Q1 2022.
532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Echo Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.