Householder Group Estate & Retirement Specialist’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Householder Group Estate & Retirement Specialist’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	$197K	Sell	3,333 -1,417	-30%	-$86.5K	0.15%	104
2024 Q3	$281K	Buy	4,750 +524	+12%	+$29.8K	0.08%	199
2024 Q2	$231K	Buy	4,226 +562	+15%	+$30.7K	0.06%	230
2024 Q1	$206K	Buy	3,664 +94	+3%	+$4.93K	0.06%	238
2023 Q4	$184K	Sell	3,570 -493	-12%	-$23.3K	0.06%	248
2023 Q3	$187K	Buy	+4,063	New	+$194K	0.07%	227
2023 Q1	$52K	Buy	+1,167	New	+$53.6K	0.02%	439
2022 Q4	–	Sell	-1,789	Closed	-$69K	–	931
2022 Q3	$69K	Buy	+1,789	New	+$76.9K	0.03%	334

Other funds holding RDVY

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 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

Householder Group Estate & Retirement Specialist's RDVY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 30% in Q4 2024, selling an estimated $86.5K and leaving 3,333 shares worth $197K. The position accounts for 0.15% of the portfolio, ranked #104.

Householder Group Estate & Retirement Specialist first reported a position in RDVY in Q3 2022 and has held it in 8 quarters since. The position peaked at $281K in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,333 shares of First Trust Rising Dividend Achievers ETF worth $197K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,417 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $86.5K.
First Trust Rising Dividend Achievers ETF made up 0.15% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #104 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Rising Dividend Achievers ETF position peaked at $281K in Q3 2024.
652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.