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

USCA RIA’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
2021 Q2	$8.52M	Buy	+177,281	New	+$8.49M	0.52%	47

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USCA RIA's RDVY Position: Q2 2021 in Review

USCA RIA opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2021: 177,281 shares worth $8.52M. The stake represents 0.52% of the portfolio and ranks #47 among its holdings.

250 funds tracked by Wall St. Rank hold RDVY as of Q2 2021.

USCA RIA held 177,281 shares of First Trust Rising Dividend Achievers ETF worth $8.52M as of Q2 2021.
First Trust Rising Dividend Achievers ETF was a new USCA RIA position in Q2 2021.
First Trust Rising Dividend Achievers ETF made up 0.52% of USCA RIA's portfolio in Q2 2021, its #47 holding.
250 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.