Hershey Financial Advisers’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hershey Financial Advisers’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 Q2	$3.89K	Buy	+71	New	+$3.88K	﹤0.01%	118

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hershey Financial Advisers's RDVY Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2024: 71 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #118 among its holdings.

539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

Hershey Financial Advisers held 71 shares of First Trust Rising Dividend Achievers ETF worth $3.89K as of Q2 2024.
First Trust Rising Dividend Achievers ETF was a new Hershey Financial Advisers position in Q2 2024.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #118 holding.
539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.