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

Financial Gravity Companies’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 		$5.91K Hold
100
– – ﹤0.01% 657
2024
Q3 		$5.92K Buy
+100
New +$5.69K ﹤0.01% 422

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

Financial Gravity Companies's RDVY Position: Q4 2024 in Review

Financial Gravity Companies held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q4 2024 at 100 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Financial Gravity Companies first reported a position in RDVY in Q3 2024 and has held it in 2 quarters since. The position peaked at $5.92K in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • Financial Gravity Companies held 100 shares of First Trust Rising Dividend Achievers ETF worth $5.91K as of Q4 2024.
  • Financial Gravity Companies left its First Trust Rising Dividend Achievers ETF share count unchanged in Q4 2024.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #657 holding.
  • Financial Gravity Companies first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's First Trust Rising Dividend Achievers ETF position peaked at $5.92K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.