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Quotient Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Quotient Wealth 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
Q2 		– Sell
-12,336
Closed -$693K – 320
2024
Q1 		$693K Buy
+12,336
New +$647K 0.02% 141

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quotient Wealth Partners's RDVY Position: Q2 2024 in Review

Quotient Wealth Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2024, closing a stake of 12,336 shares — an estimated $693K sold.

Quotient Wealth Partners first reported a position in RDVY in Q1 2024 and held it in 1 quarter. The position peaked at $693K in Q1 2024. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

  • Quotient Wealth Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 12,336 First Trust Rising Dividend Achievers ETF shares in Q2 2024, an estimated $693K.
  • Quotient Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and held it in 1 quarter.
  • Quotient Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $693K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on Quotient Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.