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Montag & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Montag & Associates’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
-50
Closed -$2K – 886
2021
Q1 		$2K Buy
+50
New +$2.13K ﹤0.01% 795

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

Montag & Associates's RDVY Position: Q2 2021 in Review

Montag & Associates sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Montag & Associates first reported a position in RDVY in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 250 funds tracked by Wall St. Rank hold RDVY as of Q2 2021.

  • Montag & Associates reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • Montag & Associates sold 50 First Trust Rising Dividend Achievers ETF shares in Q2 2021, an estimated $2K.
  • Montag & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 1 quarter.
  • Montag & Associates's First Trust Rising Dividend Achievers ETF position peaked at $2K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2021.

Based on Montag & Associates's 13F filing for Q2 2021, filed 3 Aug 2021.