SAG
RDVY icon

Spotlight Asset Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Spotlight Asset Group’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
2020
Q3 		– Sell
-19,508
Closed -$602K – 165
2020
Q2 		$602K Buy
+19,508
New +$568K 0.25% 65

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Spotlight Asset Group's RDVY Position: Q3 2020 in Review

Spotlight Asset Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2020, closing a stake of 19,508 shares — an estimated $602K sold.

Spotlight Asset Group first reported a position in RDVY in Q2 2020 and held it in 1 quarter. The position peaked at $602K in Q2 2020. 123 funds tracked by Wall St. Rank hold RDVY as of Q3 2020.

  • Spotlight Asset Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 19,508 First Trust Rising Dividend Achievers ETF shares in Q3 2020, an estimated $602K.
  • Spotlight Asset Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and held it in 1 quarter.
  • Spotlight Asset Group's First Trust Rising Dividend Achievers ETF position peaked at $602K in Q2 2020.
  • 123 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2020.

Based on Spotlight Asset Group's 13F filing for Q3 2020, filed 30 Oct 2020.