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Zions Bancorporation’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Zions Bancorporation’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 		$781K Hold
13,200
– – 0.05% 235
2024
Q3 		$782K Hold
13,200
– – 0.06% 226
2024
Q2 		$723K Buy
+13,200
New +$722K 0.06% 214
2022
Q3 		– Sell
-13,187
Closed -$540K – 1050
2022
Q2 		$540K Buy
+13,187
New +$598K 0.05% 225

Other funds holding RDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zions Bancorporation's RDVY Position: Q4 2024 in Review

Zions Bancorporation held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q4 2024 at 13,200 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #235.

Zions Bancorporation first reported a position in RDVY in Q2 2022 and has held it in 4 quarters since. The position peaked at $782K in Q3 2024. 652 funds tracked by Wall St. Rank hold RDVY as of Q4 2024.

  • Zions Bancorporation held 13,200 shares of First Trust Rising Dividend Achievers ETF worth $781K as of Q4 2024.
  • Zions Bancorporation left its First Trust Rising Dividend Achievers ETF share count unchanged in Q4 2024.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of Zions Bancorporation's portfolio in Q4 2024, its #235 holding.
  • Zions Bancorporation first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 4 quarters since.
  • Zions Bancorporation's First Trust Rising Dividend Achievers ETF position peaked at $782K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.