ARS Wealth Advisors Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

ARS Wealth Advisors 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
2023 Q1	–	Sell	-32,364	Closed	-$1.42M	–	143
2022 Q4	$1.42M	Sell	32,364 -47,880	-60%	-$2.09M	0.23%	57
2022 Q3	$3.12M	Sell	80,244 -51,733	-39%	-$2.22M	0.48%	53
2022 Q2	$5.4M	Buy	+131,977	New	+$5.98M	0.74%	46

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

ARS Wealth Advisors Group's RDVY Position: Q1 2023 in Review

ARS Wealth Advisors Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2023, closing a stake of 32,364 shares — an estimated $1.42M sold.

ARS Wealth Advisors Group first reported a position in RDVY in Q2 2022 and held it in 3 quarters. The position peaked at $5.4M in Q2 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

ARS Wealth Advisors Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
ARS Wealth Advisors Group sold 32,364 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $1.42M.
ARS Wealth Advisors Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and held it in 3 quarters.
ARS Wealth Advisors Group's First Trust Rising Dividend Achievers ETF position peaked at $5.4M in Q2 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2023, filed 11 May 2023.