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

Eudaimonia Partners’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	$2.85M	Buy	50,790 +34,480	+211%	+$1.81M	0.68%	31
2023 Q4	$843K	Buy	16,310 +824	+5%	+$38.9K	0.22%	98
2023 Q3	$712K	Buy	+15,486	New	+$740K	0.17%	130
2021 Q2	–	Sell	-1,000	Closed	-$45K	–	1133
2021 Q1	$45K	Hold	1,000	–	–	0.01%	676
2020 Q4	$40K	Hold	1,000	–	–	0.01%	666
2020 Q3	$33K	Hold	1,000	–	–	0.01%	660
2020 Q2	$31K	Buy	+1,000	New	+$29.1K	0.01%	617

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

Eudaimonia Partners's RDVY Position: Q1 2024 in Review

Eudaimonia Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 211% in Q1 2024, buying an estimated $1.81M and bringing the position to 50,790 shares worth $2.85M. The position accounts for 0.68% of the portfolio, ranked #31.

Eudaimonia Partners first reported a position in RDVY in Q2 2020 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

Eudaimonia Partners held 50,790 shares of First Trust Rising Dividend Achievers ETF worth $2.85M as of Q1 2024.
Eudaimonia Partners bought 34,480 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $1.81M.
First Trust Rising Dividend Achievers ETF made up 0.68% of Eudaimonia Partners's portfolio in Q1 2024, its #31 holding.
Eudaimonia Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and has held it in 7 quarters since.
532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

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