Private Portfolio Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Private Portfolio Partners’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	$830K	Buy	14,039 +14	+0.1%	+$854	0.15%	114
2024 Q3	$830K	Sell	14,025 -863	-6%	-$49.1K	0.16%	108
2024 Q2	$815K	Buy	14,888 +3	+0%	+$164	0.66%	40
2024 Q1	$836K	Sell	14,885 -36	-0.2%	-$1.89K	0.17%	100
2023 Q4	$771K	Sell	14,921 -472	-3%	-$22.3K	0.18%	99
2023 Q3	$707K	Sell	15,393 -3,679	-19%	-$176K	0.18%	95
2023 Q2	$898K	Sell	19,072 -3,620	-16%	-$164K	0.23%	77
2023 Q1	$1.02M	Sell	22,692 -4,644	-17%	-$213K	0.28%	71
2022 Q4	$1.2M	Sell	27,336 -1,942	-7%	-$84.9K	0.32%	68
2022 Q3	$1.14M	Sell	29,278 -253	-0.9%	-$10.9K	0.32%	71
2022 Q2	$1.21M	Buy	29,531 +7,787	+36%	+$353K	0.34%	67
2022 Q1	$1.07M	Buy	21,744 +15,096	+227%	+$754K	0.26%	81
2021 Q4	$344K	Buy	+6,648	New	+$335K	0.09%	200

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

Private Portfolio Partners's RDVY Position: Q4 2024 in Review

Private Portfolio Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.1% in Q4 2024, buying an estimated $854 and bringing the position to 14,039 shares worth $830K. The position accounts for 0.15% of the portfolio, ranked #114.

Private Portfolio Partners first reported a position in RDVY in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.21M in Q2 2022. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

Private Portfolio Partners held 14,039 shares of First Trust Rising Dividend Achievers ETF worth $830K as of Q4 2024.
Private Portfolio Partners bought 14 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $854.
First Trust Rising Dividend Achievers ETF made up 0.15% of Private Portfolio Partners's portfolio in Q4 2024, its #114 holding.
Private Portfolio Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 13 quarters since.
Private Portfolio Partners's First Trust Rising Dividend Achievers ETF position peaked at $1.21M in Q2 2022.
652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.