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Vista Capital Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Vista Capital 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
2023
Q3 		– Sell
-6,595
Closed -$311K – 86
2023
Q2 		$311K Hold
6,595
– – 0.04% 68
2023
Q1 		$296K Buy
+6,595
New +$303K 0.04% 67

Other funds holding RDVY

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Vista Capital Partners's RDVY Position: Q3 2023 in Review

Vista Capital Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2023, closing a stake of 6,595 shares — an estimated $311K sold.

Vista Capital Partners first reported a position in RDVY in Q1 2023 and held it in 2 quarters. The position peaked at $311K in Q2 2023. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

  • Vista Capital Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
  • Vista Capital Partners sold 6,595 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $311K.
  • Vista Capital Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and held it in 2 quarters.
  • Vista Capital Partners's First Trust Rising Dividend Achievers ETF position peaked at $311K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Vista Capital Partners's 13F filing for Q3 2023, filed 26 Oct 2023.