Solano Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Solano Wealth 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 Q2	$21.9M	Buy	400,443 +11,691	+3%	+$639K	12.01%	2
2024 Q1	$21.8M	Buy	388,752 +60,017	+18%	+$3.15M	12.25%	2
2023 Q4	$17M	Buy	328,735 +10,208	+3%	+$482K	10.26%	4
2023 Q3	$14.6M	Buy	318,527 +15,858	+5%	+$758K	10.15%	4
2023 Q2	$14.3M	Buy	302,669 +6,667	+2%	+$302K	9.69%	6
2023 Q1	$13.3M	Buy	+296,002	New	+$13.6M	9.69%	6

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Solano Wealth Management's RDVY Position: Q2 2024 in Review

Solano Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3% in Q2 2024, buying an estimated $639K and bringing the position to 400,443 shares worth $21.9M. The position accounts for 12.01% of the portfolio, ranked #2.

Solano Wealth Management first reported a position in RDVY in Q1 2023 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

Solano Wealth Management held 400,443 shares of First Trust Rising Dividend Achievers ETF worth $21.9M as of Q2 2024.
Solano Wealth Management bought 11,691 First Trust Rising Dividend Achievers ETF shares in Q2 2024, an estimated $639K.
First Trust Rising Dividend Achievers ETF made up 12.01% of Solano Wealth Management's portfolio in Q2 2024, its #2 holding.
Solano Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 6 quarters since.
539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.