WR Wealth Planners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

WR Wealth Planners’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 Q4	$37.5K	Sell	634 -97	-13%	-$5.92K	0.01%	350
2024 Q3	$43.3K	Buy	731 +631	+631%	+$35.9K	0.01%	354
2024 Q2	$5.47K	Hold	100	–	–	﹤0.01%	706
2024 Q1	$5.62K	Buy	+100	New	+$5.25K	﹤0.01%	697
2023 Q4	–	Sell	-100	Closed	-$4.59K	–	693
2023 Q3	$4.59K	Hold	100	–	–	﹤0.01%	687
2023 Q2	$4.71K	Hold	100	–	–	﹤0.01%	686
2023 Q1	$4.49K	Buy	+100	New	+$4.59K	﹤0.01%	691

Other funds holding RDVY

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

WR Wealth Planners's RDVY Position: Q4 2024 in Review

WR Wealth Planners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q4 2024, selling an estimated $5.92K and leaving 634 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #350.

WR Wealth Planners first reported a position in RDVY in Q1 2023 and has held it in 7 quarters since. The position peaked at $43.3K in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

WR Wealth Planners held 634 shares of First Trust Rising Dividend Achievers ETF worth $37.5K as of Q4 2024.
WR Wealth Planners sold 97 First Trust Rising Dividend Achievers ETF shares in Q4 2024, an estimated $5.92K.
First Trust Rising Dividend Achievers ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #350 holding.
WR Wealth Planners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's First Trust Rising Dividend Achievers ETF position peaked at $43.3K in Q3 2024.
652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.