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Allen Capital Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Allen Capital 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
2022
Q4 		– Sell
-8,672
Closed -$337K – 130
2022
Q3 		$337K Hold
8,672
– – 0.08% 128
2022
Q2 		$355K Hold
8,672
– – 0.07% 122
2022
Q1 		$425K Buy
+8,672
New +$433K 0.08% 121

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Allen Capital Group's RDVY Position: Q4 2022 in Review

Allen Capital Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022, closing a stake of 8,672 shares — an estimated $337K sold.

Allen Capital Group first reported a position in RDVY in Q1 2022 and held it in 3 quarters. The position peaked at $425K in Q1 2022. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

  • Allen Capital Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
  • Allen Capital Group sold 8,672 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $337K.
  • Allen Capital Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 3 quarters.
  • Allen Capital Group's First Trust Rising Dividend Achievers ETF position peaked at $425K in Q1 2022.
  • 437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Allen Capital Group's 13F filing for Q4 2022, filed 3 Feb 2023.