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MRA Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MRA Advisory Group’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
Q1 		– Sell
-12,459
Closed -$498K – 112
2020
Q4 		$498K Buy
+12,459
New +$453K 0.49% 48

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MRA Advisory Group's RDVY Position: Q1 2021 in Review

MRA Advisory Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2021, closing a stake of 12,459 shares — an estimated $498K sold.

MRA Advisory Group first reported a position in RDVY in Q4 2020 and held it in 1 quarter. The position peaked at $498K in Q4 2020. 198 funds tracked by Wall St. Rank hold RDVY as of Q1 2021.

  • MRA Advisory Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • MRA Advisory Group sold 12,459 First Trust Rising Dividend Achievers ETF shares in Q1 2021, an estimated $498K.
  • MRA Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and held it in 1 quarter.
  • MRA Advisory Group's First Trust Rising Dividend Achievers ETF position peaked at $498K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2021.

Based on MRA Advisory Group's 13F filing for Q1 2021, filed 4 May 2021.