SWP
RDVY icon

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

ShoreHaven 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
2021
Q2 		– Sell
-1,389
Closed -$63K – 214
2021
Q1 		$63K Sell
1,389
-1,848
-57% -$78.8K 0.03% 103
2020
Q4 		$129K Buy
+3,237
New +$118K 0.07% 68

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ShoreHaven Wealth Partners's RDVY Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2021, closing a stake of 1,389 shares — an estimated $63K sold.

ShoreHaven Wealth Partners first reported a position in RDVY in Q4 2020 and held it in 2 quarters. The position peaked at $129K in Q4 2020. 250 funds tracked by Wall St. Rank hold RDVY as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,389 First Trust Rising Dividend Achievers ETF shares in Q2 2021, an estimated $63K.
  • ShoreHaven Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $129K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.