JP Morgan Private Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$26.6M	Sell	577,864 -60,887	-10%	-$2.91M	0.08%	241
2023 Q2	$30.1M	Buy	638,751 +3,955	+0.6%	+$179K	0.16%	129
2023 Q1	$28.5M	Sell	634,796 -51,518	-8%	-$2.37M	0.06%	269
2022 Q4	$30.1M	Sell	686,314 -40,275	-6%	-$1.76M	0.07%	250
2022 Q3	$28.3M	Sell	726,589 -105,958	-13%	-$4.56M	0.07%	237
2022 Q2	$34.1M	Sell	832,547 -738	-0.1%	-$33.5K	0.09%	212
2022 Q1	$40.8M	Buy	833,285 +82,925	+11%	+$4.14M	0.09%	216
2021 Q4	$38.9M	Buy	750,360 +142,145	+23%	+$7.17M	0.08%	218
2021 Q3	$28.9M	Buy	608,215 +27,543	+5%	+$1.33M	0.07%	254
2021 Q2	$27.9M	Buy	580,672 +65,356	+13%	+$3.13M	0.07%	254
2021 Q1	$23.4M	Buy	515,316 +71,656	+16%	+$3.06M	0.08%	237
2020 Q4	$17.7M	Buy	443,660 +367,750	+484%	+$13.4M	0.06%	278
2020 Q3	$2.48M	Sell	75,910 -3,185	-4%	-$103K	0.01%	595
2020 Q2	$2.44M	Buy	79,095 +515	+0.7%	+$15K	0.01%	529
2020 Q1	$2.01M	Buy	+78,580	New	+$2.55M	0.01%	541

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RDVY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.5% in Q3 2023, selling an estimated $2.91M and leaving 577,864 shares worth $26.6M. The position accounts for 0.08% of the portfolio, ranked #241.

JP Morgan Private Wealth Advisors first reported a position in RDVY in Q1 2020 and has held it in 15 quarters since. The position peaked at $40.8M in Q1 2022. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

JP Morgan Private Wealth Advisors held 577,864 shares of First Trust Rising Dividend Achievers ETF worth $26.6M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 60,887 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $2.91M.
First Trust Rising Dividend Achievers ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #241 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $40.8M in Q1 2022.
443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.