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Godsey & Gibb Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Godsey & Gibb Inc’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 		– Sell
-994
Closed -$51.4K – 414
2023
Q4 		$51.4K Hold
994
– – 0.01% 159
2023
Q3 		$45.7K Sell
994
-380
-28% -$18.2K 0.01% 164
2023
Q2 		$64.7K Hold
1,374
– – 0.01% 150
2023
Q1 		$61.7K Buy
+1,374
New +$63.1K 0.01% 151

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Godsey & Gibb Inc's RDVY Position: Q1 2024 in Review

Godsey & Gibb Inc sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2024, closing a stake of 994 shares — an estimated $51.4K sold.

Godsey & Gibb Inc first reported a position in RDVY in Q1 2023 and held it in 4 quarters. The position peaked at $64.7K in Q2 2023. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

  • Godsey & Gibb Inc reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 994 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $51.4K.
  • Godsey & Gibb Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and held it in 4 quarters.
  • Godsey & Gibb Inc's First Trust Rising Dividend Achievers ETF position peaked at $64.7K in Q2 2023.
  • 532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Godsey & Gibb Inc's 13F filing for Q1 2024, filed 23 Apr 2024.