Axiom Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Axiom Investment Management’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	-185	Closed	-$7K	–	344
2022 Q3	$7K	Buy	+185	New	+$7.96K	0.01%	275
2022 Q1	–	Sell	-8,810	Closed	-$458K	–	137
2021 Q4	$458K	Sell	8,810 -1,500	-15%	-$75.7K	0.44%	60
2021 Q3	$486K	Buy	10,310 +185	+2%	+$8.96K	0.49%	52
2021 Q2	$486K	Buy	+10,125	New	+$485K	0.38%	67

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

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 Zurich, Switzerland $666B AUM 30.12% 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

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

Axiom Investment Management's RDVY Position: Q4 2022 in Review

Axiom Investment Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022, closing a stake of 185 shares — an estimated $7K sold.

Axiom Investment Management first reported a position in RDVY in Q2 2021 and held it in 4 quarters. The position peaked at $486K in Q3 2021. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

Axiom Investment Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 185 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $7K.
Axiom Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 4 quarters.
Axiom Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $486K in Q3 2021.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.