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Winthrop Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Winthrop Advisory Group’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
2020
Q4 		– Sell
-13,428
Closed -$442K – 139
2020
Q3 		$442K Buy
+13,428
New +$436K 0.14% 62

Other funds holding RDVY

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Winthrop Advisory Group's RDVY Position: Q4 2020 in Review

Winthrop Advisory Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2020, closing a stake of 13,428 shares — an estimated $442K sold.

Winthrop Advisory Group first reported a position in RDVY in Q3 2020 and held it in 1 quarter. The position peaked at $442K in Q3 2020. 155 funds tracked by Wall St. Rank hold RDVY as of Q4 2020.

  • Winthrop Advisory Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2020 after selling out during the quarter.
  • Winthrop Advisory Group sold 13,428 First Trust Rising Dividend Achievers ETF shares in Q4 2020, an estimated $442K.
  • Winthrop Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and held it in 1 quarter.
  • Winthrop Advisory Group's First Trust Rising Dividend Achievers ETF position peaked at $442K in Q3 2020.
  • 155 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2020.

Based on Winthrop Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.