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Nachman Norwood & Parrott’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-596
Closed -$19K – 848
2020
Q3 		$19K Buy
+596
New +$19.3K ﹤0.01% 636

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nachman Norwood & Parrott's RDVY Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2020, closing a stake of 596 shares — an estimated $19K sold.

Nachman Norwood & Parrott first reported a position in RDVY in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 155 funds tracked by Wall St. Rank hold RDVY as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 596 First Trust Rising Dividend Achievers ETF shares in Q4 2020, an estimated $19K.
  • Nachman Norwood & Parrott first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Rising Dividend Achievers ETF position peaked at $19K in Q3 2020.
  • 155 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.