Accurate Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Accurate Wealth 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
2023 Q3	–	Sell	-9,929	Closed	-$476K	–	291
2023 Q2	$476K	Buy	+9,929	New	+$449K	0.15%	140
2023 Q1	–	Sell	-374	Closed	-$17.1K	–	1146
2022 Q4	$17.1K	Buy	+374	New	+$16.4K	0.01%	731

Other funds holding RDVY

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

Accurate Wealth Management's RDVY Position: Q3 2023 in Review

Accurate Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2023, closing a stake of 9,929 shares — an estimated $476K sold.

Accurate Wealth Management first reported a position in RDVY in Q4 2022 and held it in 2 quarters. The position peaked at $476K in Q2 2023. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

Accurate Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Accurate Wealth Management sold 9,929 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $476K.
Accurate Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and held it in 2 quarters.
Accurate Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $476K in Q2 2023.
443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.