Sutton Place Investors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sutton Place Investors’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 Q3	–	Sell	-15,722	Closed	-$741K	–	82
2023 Q2	$741K	Sell	15,722 -3,167	-17%	-$143K	1.03%	31
2023 Q1	$848K	Buy	18,889 +298	+2%	+$13.7K	1.15%	28
2022 Q4	$817K	Sell	18,591 -3,829	-17%	-$167K	1.17%	25
2022 Q3	$872K	Sell	22,420 -7,406	-25%	-$318K	1.32%	25
2022 Q2	$1.22M	Sell	29,826 -200	-0.7%	-$9.07K	1.78%	15
2022 Q1	$1.4M	Buy	30,026 +11,671	+64%	+$583K	1.68%	16
2021 Q4	$951K	Buy	+18,355	New	+$926K	1.09%	27

Other funds holding RDVY

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Sutton Place Investors's RDVY Position: Q3 2023 in Review

Sutton Place Investors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2023, closing a stake of 15,722 shares — an estimated $741K sold.

Sutton Place Investors first reported a position in RDVY in Q4 2021 and held it in 7 quarters. The position peaked at $1.4M in Q1 2022. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

Sutton Place Investors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Sutton Place Investors sold 15,722 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $741K.
Sutton Place Investors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 7 quarters.
Sutton Place Investors's First Trust Rising Dividend Achievers ETF position peaked at $1.4M in Q1 2022.
443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Sutton Place Investors's 13F filing for Q3 2023, filed 25 Oct 2023.