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

Arlington 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	–	Sell	-302	Closed	-$13.3K	–	592
2022 Q4	$13.3K	Buy	+302	New	+$13.2K	﹤0.01%	347
2022 Q3	–	Sell	-4,291	Closed	-$176K	–	443
2022 Q2	$176K	Buy	+4,291	New	+$195K	0.06%	111

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arlington Partners's RDVY Position: Q1 2023 in Review

Arlington Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2023, closing a stake of 302 shares — an estimated $13.3K sold.

Arlington Partners first reported a position in RDVY in Q2 2022 and held it in 2 quarters. The position peaked at $176K in Q2 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

Arlington Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
Arlington Partners sold 302 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $13.3K.
Arlington Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and held it in 2 quarters.
Arlington Partners's First Trust Rising Dividend Achievers ETF position peaked at $176K in Q2 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on Arlington Partners's 13F filing for Q1 2023, filed 26 Apr 2023.