Leelyn Smith’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Leelyn Smith’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 Q3	–	Sell	-10,288	Closed	-$563K	–	133
2024 Q2	$563K	Buy	+10,288	New	+$562K	0.11%	99
2023 Q4	–	Sell	-9,866	Closed	-$453K	–	126
2023 Q3	$453K	Buy	+9,866	New	+$472K	0.11%	100
2023 Q1	–	Sell	-393	Closed	-$17.3K	–	351
2022 Q4	$17.3K	Hold	393	–	–	﹤0.01%	273
2022 Q3	$15K	Hold	393	–	–	0.01%	259
2022 Q2	$16K	Buy	+393	New	+$17.8K	﹤0.01%	264
2021 Q3	–	Sell	-11,241	Closed	-$540K	–	376
2021 Q2	$540K	Buy	+11,241	New	+$538K	0.16%	86

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 $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

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

Leelyn Smith's RDVY Position: Q3 2024 in Review

Leelyn Smith sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2024, closing a stake of 10,288 shares — an estimated $563K sold.

Leelyn Smith first reported a position in RDVY in Q2 2021 and held it in 6 quarters. The position peaked at $563K in Q2 2024. 571 funds tracked by Wall St. Rank hold RDVY as of Q3 2024.

Leelyn Smith reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Leelyn Smith sold 10,288 First Trust Rising Dividend Achievers ETF shares in Q3 2024, an estimated $563K.
Leelyn Smith first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 6 quarters.
Leelyn Smith's First Trust Rising Dividend Achievers ETF position peaked at $563K in Q2 2024.
571 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2024.

Based on Leelyn Smith's 13F filing for Q3 2024, filed 12 Nov 2024.