Hibernia Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-9,423	Closed	-$558K	–	102
2024 Q3	$558K	Buy	+9,423	New	+$536K	0.17%	58
2024 Q2	–	Sell	-9,406	Closed	-$528K	–	107
2024 Q1	$528K	Sell	9,406 -279	-3%	-$14.6K	0.36%	40
2023 Q4	$500K	Sell	9,685 -2,250	-19%	-$106K	0.38%	36
2023 Q3	$548K	Buy	+11,935	New	+$571K	0.42%	30

Other funds holding RDVY

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hibernia Wealth Partners's RDVY Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 9,423 shares — an estimated $558K sold.

Hibernia Wealth Partners first reported a position in RDVY in Q3 2023 and held it in 4 quarters. The position peaked at $558K in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

Hibernia Wealth Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 9,423 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $558K.
Hibernia Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $558K in Q3 2024.
652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.