American Portfolios Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

American Portfolios Advisors’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 Q3	$20.9M	Buy	537,481 +26,923	+5%	+$1.16M	0.89%	14
2022 Q2	$20.9M	Buy	510,558 +38,800	+8%	+$1.76M	0.86%	15
2022 Q1	$23.1M	Buy	471,758 +64,406	+16%	+$3.22M	0.79%	16
2021 Q4	$21.1M	Buy	407,352 +43,931	+12%	+$2.22M	0.71%	18
2021 Q3	$17.3M	Buy	363,421 +74,515	+26%	+$3.61M	0.65%	21
2021 Q2	$13.9M	Buy	288,906 +255,765	+772%	+$12.2M	0.54%	22
2021 Q1	$1.51M	Buy	33,141 +2,311	+7%	+$98.5K	0.07%	292
2020 Q4	$1.23M	Buy	30,830 +480	+2%	+$17.5K	0.06%	293
2020 Q3	$993K	Sell	30,350 -1,345	-4%	-$43.7K	0.06%	298
2020 Q2	$977K	Buy	31,695 +1,821	+6%	+$53K	0.06%	281
2020 Q1	$766K	Buy	29,874 +4,050	+16%	+$131K	0.06%	270
2019 Q4	$927K	Buy	25,824 +9,709	+60%	+$329K	0.07%	282
2019 Q3	$513K	Buy	16,115 +5,216	+48%	+$163K	0.04%	391
2019 Q2	$339K	Buy	10,899 +5,141	+89%	+$157K	0.03%	534
2019 Q1	$172K	Hold	5,758	–	–	0.02%	692
2018 Q4	$153K	Buy	5,758 +3,881	+207%	+$113K	0.02%	600
2018 Q3	$59.2K	Sell	1,877 -200	-10%	-$6.2K	0.01%	1027
2018 Q2	$62.2K	Buy	2,077 +637	+44%	+$19.2K	0.01%	985
2018 Q1	$42.8K	Sell	1,440 -643	-31%	-$19.7K	0.01%	1089
2017 Q4	$62.2K	Buy	+2,083	New	+$60.1K	0.01%	905

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

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

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

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

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

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

American Portfolios Advisors's RDVY Position: Q3 2022 in Review

American Portfolios Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.3% in Q3 2022, buying an estimated $1.16M and bringing the position to 537,481 shares worth $20.9M. The position accounts for 0.89% of the portfolio, ranked #14.

American Portfolios Advisors first reported a position in RDVY in Q4 2017 and has held it in 20 quarters since. The position peaked at $23.1M in Q1 2022. 410 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

American Portfolios Advisors held 537,481 shares of First Trust Rising Dividend Achievers ETF worth $20.9M as of Q3 2022.
American Portfolios Advisors bought 26,923 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $1.16M.
First Trust Rising Dividend Achievers ETF made up 0.89% of American Portfolios Advisors's portfolio in Q3 2022, its #14 holding.
American Portfolios Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Rising Dividend Achievers ETF position peaked at $23.1M in Q1 2022.
410 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.