Gerber Kawasaki Wealth & Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-115	Closed	-$5K	–	899
2021 Q3	$5K	Buy	+115	New	+$5.57K	﹤0.01%	770

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's RDVY Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2021, closing a stake of 115 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in RDVY in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 380 funds tracked by Wall St. Rank hold RDVY as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 115 First Trust Rising Dividend Achievers ETF shares in Q4 2021, an estimated $5K.
Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $5K in Q3 2021.
380 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.