Institutional & Family Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Institutional & Family Asset Management’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	$3.45K	Hold	63	–	–	﹤0.01%	537
2024 Q1	$3.54K	Hold	63	–	–	﹤0.01%	530
2023 Q4	$3.25K	Hold	63	–	–	﹤0.01%	529
2023 Q3	$2.9K	Hold	63	–	–	﹤0.01%	529
2023 Q2	$2.97K	Hold	63	–	–	﹤0.01%	539
2023 Q1	$2.83K	Hold	63	–	–	﹤0.01%	538
2022 Q4	$2.77K	Hold	63	–	–	﹤0.01%	534
2022 Q3	$2K	Buy	+63	New	+$2.71K	﹤0.01%	600

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 $79.5B AUM 27.1% 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 $424B AUM 22.94% 1-Year Est. Return

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

Institutional & Family Asset Management's RDVY Position: Q2 2024 in Review

Institutional & Family Asset Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2024 at 63 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Institutional & Family Asset Management first reported a position in RDVY in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.54K in Q1 2024. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

Institutional & Family Asset Management held 63 shares of First Trust Rising Dividend Achievers ETF worth $3.45K as of Q2 2024.
Institutional & Family Asset Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2024.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #537 holding.
Institutional & Family Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 8 quarters since.
Institutional & Family Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $3.54K in Q1 2024.
539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.