Loring Wolcott & Coolidge Fiduciary Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q3	–	Sell	-6,240	Closed	-$364K	–	591
2024 Q2	$364K	Hold	6,240	–	–	﹤0.01%	222
2024 Q1	$336K	Hold	6,240	–	–	﹤0.01%	227
2023 Q4	$320K	Hold	6,240	–	–	﹤0.01%	231
2023 Q3	$285K	Buy	+6,240	New	+$298K	﹤0.01%	246

Other funds holding RDVY

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

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 22.96% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's RDVY Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2024, closing a stake of 6,240 shares — an estimated $364K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RDVY in Q3 2023 and held it in 4 quarters. The position peaked at $364K in Q2 2024. 571 funds tracked by Wall St. Rank hold RDVY as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 6,240 First Trust Rising Dividend Achievers ETF shares in Q3 2024, an estimated $364K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's First Trust Rising Dividend Achievers ETF position peaked at $364K in Q2 2024.
571 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.