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

FinTrust Capital 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
Q3 		$290K Hold
4,903
– – 0.05% 255
2024
Q2 		$268K Buy
4,903
+47
+1% +$2.57K 0.05% 241
2024
Q1 		$273K Buy
4,856
+399
+9% +$20.9K 0.05% 242
2023
Q4 		$230K Buy
+4,457
New +$211K 0.05% 253

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FinTrust Capital Advisors's RDVY Position: Q3 2024 in Review

FinTrust Capital Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2024 at 4,903 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #255.

FinTrust Capital Advisors first reported a position in RDVY in Q4 2023 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold RDVY as of Q3 2024.

  • FinTrust Capital Advisors held 4,903 shares of First Trust Rising Dividend Achievers ETF worth $290K as of Q3 2024.
  • FinTrust Capital Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2024.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #255 holding.
  • FinTrust Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.