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SignalPoint Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

SignalPoint Asset 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
2024
Q4 		– Sell
-3,720
Closed -$219K – 273
2024
Q3 		$219K Sell
3,720
-3,017
-45% -$172K 0.05% 247
2024
Q2 		$369K Buy
6,737
+1,530
+29% +$83.6K 0.1% 178
2024
Q1 		$292K Buy
+5,207
New +$273K 0.08% 191
2023
Q3 		– Sell
-24,225
Closed -$1.14M – 219
2023
Q2 		$1.14M Sell
24,225
-743
-3% -$33.6K 0.35% 60
2023
Q1 		$1.12M Sell
24,968
-23,801
-49% -$1.09M 0.35% 62
2022
Q4 		$2.14M Buy
48,769
+4,906
+11% +$214K 0.75% 31
2022
Q3 		$1.71M Buy
43,863
+4,464
+11% +$192K 0.65% 40
2022
Q2 		$1.61M Buy
39,399
+1,047
+3% +$47.5K 0.59% 43
2022
Q1 		$1.88M Buy
+38,352
New +$1.92M 0.6% 43

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return