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Financial Gravity Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Financial Gravity Asset 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 		$5.47K Sell
100
-500
-83% -$27.3K ﹤0.01% 580
2024
Q1 		$32.4K Buy
600
+300
+100% +$15.7K ﹤0.01% 451
2023
Q4 		$15.5K Buy
+300
New +$14.2K ﹤0.01% 718

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

Financial Gravity Asset Management's RDVY Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 83% in Q2 2024, selling an estimated $27.3K and leaving 100 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Financial Gravity Asset Management first reported a position in RDVY in Q4 2023 and has held it in 3 quarters since. The position peaked at $32.4K in Q1 2024. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

  • Financial Gravity Asset Management held 100 shares of First Trust Rising Dividend Achievers ETF worth $5.47K as of Q2 2024.
  • Financial Gravity Asset Management sold 500 First Trust Rising Dividend Achievers ETF shares in Q2 2024, an estimated $27.3K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #580 holding.
  • Financial Gravity Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $32.4K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.