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Sanibel Captiva Trust Company’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sanibel Captiva Trust Company’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
-5,085
Closed -$286K – 376
2024
Q1 		$286K Buy
+5,085
New +$267K 0.01% 320

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Wells Fargo
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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 $79.5B AUM 27.1% 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 $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sanibel Captiva Trust Company's RDVY Position: Q2 2024 in Review

Sanibel Captiva Trust Company sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2024, closing a stake of 5,085 shares — an estimated $286K sold.

Sanibel Captiva Trust Company first reported a position in RDVY in Q1 2024 and held it in 1 quarter. The position peaked at $286K in Q1 2024. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

  • Sanibel Captiva Trust Company reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Sanibel Captiva Trust Company sold 5,085 First Trust Rising Dividend Achievers ETF shares in Q2 2024, an estimated $286K.
  • Sanibel Captiva Trust Company first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and held it in 1 quarter.
  • Sanibel Captiva Trust Company's First Trust Rising Dividend Achievers ETF position peaked at $286K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2024, filed 22 Jul 2024.