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Ahrens Investment Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ahrens Investment Partners’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
Q1 		$341K Sell
7,600
-300
-4% -$13.8K 0.17% 98
2022
Q4 		$347K Buy
+7,900
New +$345K 0.16% 105

Other funds holding RDVY

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
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ahrens Investment Partners's RDVY Position: Q1 2023 in Review

Ahrens Investment Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.8% in Q1 2023, selling an estimated $13.8K and leaving 7,600 shares worth $341K. The position accounts for 0.17% of the portfolio, ranked #98.

Ahrens Investment Partners first reported a position in RDVY in Q4 2022 and has held it in 2 quarters since. The position peaked at $347K in Q4 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

  • Ahrens Investment Partners held 7,600 shares of First Trust Rising Dividend Achievers ETF worth $341K as of Q1 2023.
  • Ahrens Investment Partners sold 300 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $13.8K.
  • First Trust Rising Dividend Achievers ETF made up 0.17% of Ahrens Investment Partners's portfolio in Q1 2023, its #98 holding.
  • Ahrens Investment Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's First Trust Rising Dividend Achievers ETF position peaked at $347K in Q4 2022.
  • 432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.