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Econ Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Econ Financial Services’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
Q4 		– Sell
-25,149
Closed -$1.49M – 101
2024
Q3 		$1.49M Buy
25,149
+7,027
+39% +$400K 0.83% 31
2024
Q2 		$992K Buy
18,122
+1,795
+11% +$98.1K 0.62% 61
2024
Q1 		$917K Buy
+16,327
New +$856K 0.57% 62

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Econ Financial Services's RDVY Position: Q4 2024 in Review

Econ Financial Services sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 25,149 shares — an estimated $1.49M sold.

Econ Financial Services first reported a position in RDVY in Q1 2024 and held it in 3 quarters. The position peaked at $1.49M in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • Econ Financial Services reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Econ Financial Services sold 25,149 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $1.49M.
  • Econ Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and held it in 3 quarters.
  • Econ Financial Services's First Trust Rising Dividend Achievers ETF position peaked at $1.49M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.