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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignalPoint Asset Management's RDVY Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 3,720 shares — an estimated $219K sold.

SignalPoint Asset Management first reported a position in RDVY in Q1 2022 and held it in 9 quarters. The position peaked at $2.14M in Q4 2022. 653 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

SignalPoint Asset Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
SignalPoint Asset Management sold 3,720 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $219K.
SignalPoint Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 9 quarters.
SignalPoint Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $2.14M in Q4 2022.
653 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.