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Kraft Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kraft 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
2023
Q4 		– Sell
-9,107
Closed -$418K – 44
2023
Q3 		$418K Buy
+9,107
New +$435K 0.39% 25

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kraft Asset Management's RDVY Position: Q4 2023 in Review

Kraft Asset Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2023, closing a stake of 9,107 shares — an estimated $418K sold.

Kraft Asset Management first reported a position in RDVY in Q3 2023 and held it in 1 quarter. The position peaked at $418K in Q3 2023. 505 funds tracked by Wall St. Rank hold RDVY as of Q4 2023.

  • Kraft Asset Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Kraft Asset Management sold 9,107 First Trust Rising Dividend Achievers ETF shares in Q4 2023, an estimated $418K.
  • Kraft Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Kraft Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $418K in Q3 2023.
  • 505 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2023.

Based on Kraft Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.