Northwest Bank & Trust’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Northwest Bank & Trust’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
2023 Q2	$51.7K	Buy	+1,097	New	+$49.6K	0.05%	117

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Bank & Trust's RDVY Position: Q2 2023 in Review

Northwest Bank & Trust opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2023: 1,097 shares worth $51.7K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

433 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

Northwest Bank & Trust held 1,097 shares of First Trust Rising Dividend Achievers ETF worth $51.7K as of Q2 2023.
First Trust Rising Dividend Achievers ETF was a new Northwest Bank & Trust position in Q2 2023.
First Trust Rising Dividend Achievers ETF made up 0.05% of Northwest Bank & Trust's portfolio in Q2 2023, its #117 holding.
433 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on Northwest Bank & Trust's 13F filing for Q2 2023, filed 18 Jul 2023.