SSW
RDVY icon

Smith Shellnut Wilson’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Smith Shellnut Wilson’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
Q4 		– Sell
-207
Closed -$10K – 163
2021
Q3 		$10K Hold
207
– – 0.01% 151
2021
Q2 		$10K Buy
+207
New +$9.91K 0.01% 152

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Smith Shellnut Wilson's RDVY Position: Q4 2021 in Review

Smith Shellnut Wilson sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2021, closing a stake of 207 shares — an estimated $10K sold.

Smith Shellnut Wilson first reported a position in RDVY in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 379 funds tracked by Wall St. Rank hold RDVY as of Q4 2021.

  • Smith Shellnut Wilson reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 207 First Trust Rising Dividend Achievers ETF shares in Q4 2021, an estimated $10K.
  • Smith Shellnut Wilson first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 2 quarters.
  • Smith Shellnut Wilson's First Trust Rising Dividend Achievers ETF position peaked at $10K in Q3 2021.
  • 379 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2021.

Based on Smith Shellnut Wilson's 13F filing for Q4 2021, filed 3 Feb 2022.