GBT
RDVY icon

Grove Bank & Trust’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Grove Bank & Trust’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
-810
Closed -$41.9K – 594
2023
Q4 		$41.9K Buy
+810
New +$38.3K 0.01% 374

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

Grove Bank & Trust's RDVY Position: Q1 2024 in Review

Grove Bank & Trust sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2024, closing a stake of 810 shares — an estimated $41.9K sold.

Grove Bank & Trust first reported a position in RDVY in Q4 2023 and held it in 1 quarter. The position peaked at $41.9K in Q4 2023. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

  • Grove Bank & Trust reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 810 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $41.9K.
  • Grove Bank & Trust first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and held it in 1 quarter.
  • Grove Bank & Trust's First Trust Rising Dividend Achievers ETF position peaked at $41.9K in Q4 2023.
  • 532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Grove Bank & Trust's 13F filing for Q1 2024, filed 30 Apr 2024.