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Syntrinsic’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Syntrinsic’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 		$13.3K Hold
224
– – ﹤0.01% 60
2024
Q2 		$12.3K Hold
224
– – ﹤0.01% 63
2024
Q1 		$12.6K Hold
224
– – ﹤0.01% 67
2023
Q4 		$11.6K Hold
224
– – ﹤0.01% 71
2023
Q3 		$10.3K Buy
+224
New +$10.7K ﹤0.01% 66

Other funds holding RDVY

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
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
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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Syntrinsic's RDVY Position: Q3 2024 in Review

Syntrinsic held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2024 at 224 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

Syntrinsic first reported a position in RDVY in Q3 2023 and has held it in 5 quarters since. 571 funds tracked by Wall St. Rank hold RDVY as of Q3 2024.

  • Syntrinsic held 224 shares of First Trust Rising Dividend Achievers ETF worth $13.3K as of Q3 2024.
  • Syntrinsic left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2024.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Syntrinsic's portfolio in Q3 2024, its #60 holding.
  • Syntrinsic first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 5 quarters since.
  • 571 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2024.

Based on Syntrinsic's 13F filing for Q3 2024, filed 8 Oct 2024.