Personal CFO Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Personal CFO Solutions’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	-19,111	Closed	-$1.13M	–	580
2024 Q3	$1.13M	Buy	19,111 +679	+4%	+$38.6K	0.16%	125
2024 Q2	$1.01M	Buy	18,432 +508	+3%	+$27.8K	0.16%	126
2024 Q1	$1.01M	Buy	17,924 +188	+1%	+$9.86K	0.16%	127
2023 Q4	$916K	Hold	17,736	–	–	0.16%	133
2023 Q3	$815K	Buy	17,736 +1,562	+10%	+$74.7K	0.16%	125
2023 Q2	$762K	Buy	16,174 +3,600	+29%	+$163K	0.15%	131
2023 Q1	$564K	Buy	12,574 +719	+6%	+$33K	0.12%	173
2022 Q4	$521K	Buy	11,855 +6,627	+127%	+$290K	0.11%	185
2022 Q3	$203K	Buy	+5,228	New	+$225K	0.05%	370

Other funds holding RDVY

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's RDVY Position: Q4 2024 in Review

Personal CFO Solutions sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 19,111 shares — an estimated $1.13M sold.

Personal CFO Solutions first reported a position in RDVY in Q3 2022 and held it in 9 quarters. The position peaked at $1.13M in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

Personal CFO Solutions reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 19,111 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $1.13M.
Personal CFO Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and held it in 9 quarters.
Personal CFO Solutions's First Trust Rising Dividend Achievers ETF position peaked at $1.13M in Q3 2024.
652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.