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

Eudaimonia 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
Q1 		$821K Sell
14,621
-927
-6% -$48.6K 0.44% 68
2023
Q4 		$803K Sell
15,548
-313
-2% -$14.8K 0.52% 59
2023
Q3 		$729K Buy
+15,861
New +$758K 0.51% 58

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

Eudaimonia Advisors's RDVY Position: Q1 2024 in Review

Eudaimonia Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6% in Q1 2024, selling an estimated $48.6K and leaving 14,621 shares worth $821K. The position accounts for 0.44% of the portfolio, ranked #68.

Eudaimonia Advisors first reported a position in RDVY in Q3 2023 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

  • Eudaimonia Advisors held 14,621 shares of First Trust Rising Dividend Achievers ETF worth $821K as of Q1 2024.
  • Eudaimonia Advisors sold 927 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $48.6K.
  • First Trust Rising Dividend Achievers ETF made up 0.44% of Eudaimonia Advisors's portfolio in Q1 2024, its #68 holding.
  • Eudaimonia Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.