SWP
RDVY icon

Summit Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Summit Wealth Partners’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 		– Sell
-5,641
Closed -$334K – 231
2024
Q3 		$334K Buy
+5,641
New +$321K 0.06% 180

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Summit Wealth Partners's RDVY Position: Q4 2024 in Review

Summit Wealth Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2024, closing a stake of 5,641 shares — an estimated $334K sold.

Summit Wealth Partners first reported a position in RDVY in Q3 2024 and held it in 1 quarter. The position peaked at $334K in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • Summit Wealth Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 5,641 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $334K.
  • Summit Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Summit Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $334K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.