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Parametric Portfolio Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Parametric Portfolio 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
2022
Q1 		$301K Buy
+6,152
New +$307K ﹤0.01% 3278
2021
Q4 		– Sell
-4,553
Closed -$216K – 3686
2021
Q3 		$216K Sell
4,553
-293
-6% -$14.2K ﹤0.01% 3409
2021
Q2 		$233K Sell
4,846
-42
-0.9% -$2.01K ﹤0.01% 3352
2021
Q1 		$222K Sell
4,888
-603
-11% -$25.7K ﹤0.01% 3838
2020
Q4 		$219K Buy
+5,491
New +$200K ﹤0.01% 3734
2019
Q2 		– Sell
-7,264
Closed -$217K – 3994
2019
Q1 		$217K Buy
+7,264
New +$213K ﹤0.01% 3689
2018
Q4 		– Sell
-6,354
Closed -$201K – 3951
2018
Q3 		$201K Buy
+6,354
New +$197K ﹤0.01% 3760

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return