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Strategic Financial Concepts’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-90,760
Closed -$48.4K – 610
2024
Q2 		$48.4K Buy
+90,760
New +$4.96M 0.03% 246

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Financial Concepts's RDVY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2024, closing a stake of 90,760 shares — an estimated $48.4K sold.

Strategic Financial Concepts first reported a position in RDVY in Q2 2024 and held it in 1 quarter. The position peaked at $48.4K in Q2 2024. 571 funds tracked by Wall St. Rank hold RDVY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 90,760 First Trust Rising Dividend Achievers ETF shares in Q3 2024, an estimated $48.4K.
  • Strategic Financial Concepts first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's First Trust Rising Dividend Achievers ETF position peaked at $48.4K in Q2 2024.
  • 571 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.