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Wilbanks Smith & Thomas Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$343K Hold
6,104
– – 0.01% 406
2023
Q4 		$315K Buy
+6,104
New +$289K 0.01% 417

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 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 $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's RDVY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q1 2024 at 6,104 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #406.

Wilbanks Smith & Thomas Asset Management first reported a position in RDVY in Q4 2023 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 6,104 shares of First Trust Rising Dividend Achievers ETF worth $343K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q1 2024.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #406 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.