Gradient Investments’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gradient Investments’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
2023 Q2	–	Sell	-120	Closed	-$5.38K	–	1863
2023 Q1	$5.38K	Buy	+120	New	+$5.51K	﹤0.01%	935
2021 Q1	–	Sell	-750	Closed	-$25K	–	1260
2020 Q4	$25K	Hold	750	–	–	﹤0.01%	526
2020 Q3	$25K	Hold	750	–	–	﹤0.01%	529
2020 Q2	$23K	Hold	750	–	–	﹤0.01%	502
2020 Q1	$19K	Hold	750	–	–	﹤0.01%	533
2019 Q4	$27K	Buy	+750	New	+$25.4K	﹤0.01%	519
2017 Q3	–	Sell	-150	Closed	-$4K	–	598
2017 Q2	$4K	Buy	+150	New	+$4.02K	﹤0.01%	621

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments's RDVY Position: Q2 2023 in Review

Gradient Investments sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2023, closing a stake of 120 shares — an estimated $5.38K sold.

Gradient Investments first reported a position in RDVY in Q2 2017 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 432 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

Gradient Investments reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 120 First Trust Rising Dividend Achievers ETF shares in Q2 2023, an estimated $5.38K.
Gradient Investments first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and held it in 7 quarters.
Gradient Investments's First Trust Rising Dividend Achievers ETF position peaked at $27K in Q4 2019.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.