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Sweet Financial Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sweet Financial 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
Q3 		$22.9M Sell
386,015
-7,921
-2% -$450K 4.95% 3
2024
Q2 		$21.6M Sell
393,936
-4,602
-1% -$252K 4.93% 3
2024
Q1 		$22.4M Sell
398,538
-5,435
-1% -$285K 5.17% 3
2023
Q4 		$20.9M Sell
403,973
-9,618
-2% -$455K 4.96% 2
2023
Q3 		$19M Buy
413,591
+2,421
+0.6% +$116K 5.03% 4
2023
Q2 		$19.4M Sell
411,170
-2,970
-0.7% -$134K 5.09% 4
2023
Q1 		$18.6M Sell
414,140
-10,170
-2% -$467K 5.14% 2
2022
Q4 		$18.6M Sell
424,310
-37,380
-8% -$1.63M 5.47% 3
2022
Q3 		$18M Buy
461,690
+32,466
+8% +$1.4M 5.72% 4
2022
Q2 		$17.6M Buy
429,224
+261,454
+156% +$11.9M 5.51% 4
2022
Q1 		$8.22M Buy
167,770
+133,186
+385% +$6.65M 2.2% 15
2021
Q4 		$1.79M Buy
+34,584
New +$1.74M 0.74% 21

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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 $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return