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Strategic Investment Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Strategic Investment Solutions’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
2023
Q4 		– Sell
-2,943
Closed -$139K – 1172
2023
Q3 		$139K Buy
+2,943
New +$141K ﹤0.01% 530

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Strategic Investment Solutions's RDVY Position: Q4 2023 in Review

Strategic Investment Solutions sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2023, closing a stake of 2,943 shares — an estimated $139K sold.

Strategic Investment Solutions first reported a position in RDVY in Q3 2023 and held it in 1 quarter. The position peaked at $139K in Q3 2023. 504 funds tracked by Wall St. Rank hold RDVY as of Q4 2023.

  • Strategic Investment Solutions reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 2,943 First Trust Rising Dividend Achievers ETF shares in Q4 2023, an estimated $139K.
  • Strategic Investment Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's First Trust Rising Dividend Achievers ETF position peaked at $139K in Q3 2023.
  • 504 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.