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

Sugarloaf 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 Q4	$40K	Buy	+676	New	+$41.2K	0.01%	321

Other funds holding RDVY

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sugarloaf Wealth Management's RDVY Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024: 676 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings.

652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

Sugarloaf Wealth Management held 676 shares of First Trust Rising Dividend Achievers ETF worth $40K as of Q4 2024.
First Trust Rising Dividend Achievers ETF was a new Sugarloaf Wealth Management position in Q4 2024.
First Trust Rising Dividend Achievers ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #321 holding.
652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.