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Manchester Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Manchester Financial’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
2021
Q2 		– Sell
-20
Closed -$1K – 513
2021
Q1 		$1K Buy
+20
New +$853 ﹤0.01% 678

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manchester Financial's RDVY Position: Q2 2021 in Review

Manchester Financial sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Manchester Financial first reported a position in RDVY in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 250 funds tracked by Wall St. Rank hold RDVY as of Q2 2021.

  • Manchester Financial reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 20 First Trust Rising Dividend Achievers ETF shares in Q2 2021, an estimated $1K.
  • Manchester Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 1 quarter.
  • Manchester Financial's First Trust Rising Dividend Achievers ETF position peaked at $1K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.