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Okabena Investment Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-1,582
Closed -$74.5K – 145
2023
Q2 		$74.5K Buy
+1,582
New +$71.6K 0.05% 63

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Okabena Investment Services's RDVY Position: Q3 2023 in Review

Okabena Investment Services sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2023, closing a stake of 1,582 shares — an estimated $74.5K sold.

Okabena Investment Services first reported a position in RDVY in Q2 2023 and held it in 1 quarter. The position peaked at $74.5K in Q2 2023. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

  • Okabena Investment Services reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 1,582 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $74.5K.
  • Okabena Investment Services first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and held it in 1 quarter.
  • Okabena Investment Services's First Trust Rising Dividend Achievers ETF position peaked at $74.5K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.