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Pointe Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pointe Capital Management’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 		– Sell
-56
Closed -$2.51K – 336
2023
Q1 		$2.51K Buy
+56
New +$2.57K ﹤0.01% 371

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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

Pointe Capital Management's RDVY Position: Q2 2023 in Review

Pointe Capital Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2023, closing a stake of 56 shares — an estimated $2.51K sold.

Pointe Capital Management first reported a position in RDVY in Q1 2023 and held it in 1 quarter. The position peaked at $2.51K in Q1 2023. 432 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

  • Pointe Capital Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 56 First Trust Rising Dividend Achievers ETF shares in Q2 2023, an estimated $2.51K.
  • Pointe Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $2.51K in Q1 2023.
  • 432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.