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

Tradition 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
2023 Q4	–	Sell	-114	Closed	-$5K	–	1347
2023 Q3	$5K	Hold	114	–	–	﹤0.01%	1193
2023 Q2	$5K	Buy	+114	New	+$5.16K	﹤0.01%	1221

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradition Wealth Management's RDVY Position: Q4 2023 in Review

Tradition Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2023, closing a stake of 114 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in RDVY in Q2 2023 and held it in 2 quarters. The position peaked at $5K in Q3 2023. 504 funds tracked by Wall St. Rank hold RDVY as of Q4 2023.

Tradition Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 114 First Trust Rising Dividend Achievers ETF shares in Q4 2023, an estimated $5K.
Tradition Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $5K in Q3 2023.
504 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.