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Patriot Financial Group Insurance Agency’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Patriot Financial Group Insurance Agency’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
2024
Q4 		– Sell
-6,844
Closed -$405K – 529
2024
Q3 		$405K Buy
6,844
+119
+2% +$6.77K 0.05% 321
2024
Q2 		$368K Buy
6,725
+492
+8% +$26.9K 0.05% 319
2024
Q1 		$350K Buy
6,233
+984
+19% +$51.6K 0.06% 331
2023
Q4 		$271K Buy
+5,249
New +$248K 0.05% 355
2023
Q1 		– Sell
-7,399
Closed -$325K – 486
2022
Q4 		$325K Buy
+7,399
New +$323K 0.04% 299
2022
Q3 		– Sell
-3,400
Closed -$139K – 1589
2022
Q2 		$139K Buy
+3,400
New +$154K 0.03% 464
2017
Q3 		– Sell
-240
Closed -$7K – 944
2017
Q2 		$7K Hold
240
– – 0.01% 616
2017
Q1 		$6K Buy
+240
New +$6.24K 0.01% 595

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RDVY Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 6,844 shares — an estimated $405K sold.

Patriot Financial Group Insurance Agency first reported a position in RDVY in Q1 2017 and held it in 8 quarters. The position peaked at $405K in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,844 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $405K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2017 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Rising Dividend Achievers ETF position peaked at $405K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.